Name: SERIES 3 Accounts Receivable
Author: MBA Software

Call Center Workforce Optimization

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

AI Development

Functional Testing

Innovation Management

No-Code Development

Development

Learning Management

Education

Business Intelligence (BI)

Collaboration

Enterprise Content Management

Enterprise Search

PDF Editors

Privacy Policy Generators

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Delivery Controllers (ADC)

Cloud Management

Cloud Storage

Converged Network Adapters (CNAs)

Data Center Cooling

Data Warehouse

Disk Cloning

Firewall

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

LAN Switches

Managed DNS

Network Operating Systems

Network Performance Monitoring

Software Composition Analysis (SCA)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Contact Management

Content Management

Customer Experience Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Mobile Advertising

Product Intelligence

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Headless eCommerce

Sales Enablement

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Apparel

Fleet Maintenance

Loan Servicing

Restaurant POS

Text Analysis

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

FastPIPE

FastEST, Inc.

ReportsNow

AspenOne Supply Chain Management

Aspen Technology

Crowdtap

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Aras PLM

Aras Corporation

The SERIES 3 Accounts Receivable software by MBA Software & Consulting Inc. is aimed at growing and mid-sized companies in various professions and industries, such as small businesses, medium-sized businesses, contract manufacturers, printers and printing companies, distribution companies, manufacturing/job shops, print estimating, distribution, and other industries requiring accounts receivable management.

## Key Features

**Accounts Receivable Tracking**: The software efficiently tracks and manages accounts receivable balances, allowing users to easily view and update customer payment information, as well as keep a record of outstanding invoices and due dates.

**Invoice Generation**: Users can generate professional-looking invoices for customers and customize invoice templates to match their brand. The software also allows for the inclusion of detailed information such as itemized charges, payment terms, and due dates.

**Payment Processing**: Users can record and track customer payments, apply payments to specific invoices or outstanding balances, and handle partial payments and overpayments.

**Credit Management**: The software provides tools to monitor and manage customer credit limits. Users can set credit terms and payment terms for individual customers and receive alerts for customers with overdue payments or credit limit breaches.

**Customer Statements**: Users can generate customer statements that summarize outstanding balances, including details of open invoices and payment history. Statements can be easily sent to customers via email or printed and mailed.

**Aging Reports**: Users can generate aging reports to analyze the status of accounts receivable, view outstanding balances by customer and aging period, and identify overdue payments for appropriate actions.

**Collections Management**: The software provides features to track and manage collection activities for overdue accounts. Users can set reminders and follow-up tasks for collection efforts and maintain detailed notes and communication history with customers.

**Integration with General Ledger**: The software seamlessly integrates accounts receivable data with the general ledger, ensuring accurate financial reporting and analysis. It also automates the transfer of transaction data for streamlined accounting processes.

**Customizable Reporting**: Users can generate custom reports to analyze accounts receivable data. The software allows for customization of report layouts and filters to meet specific business needs, providing insights into customer payment trends, aging balances, and collection performance.

**Multi-Currency Support**: The software enables users to handle accounts receivable transactions in multiple currencies. It automatically converts foreign currency amounts to the base currency, maintaining accurate records and reporting for international customers.

Kashoo is a simple cloud-based double-entry accounting platform for small businesses. It is mobile-accessible and features include receipt capture, automated invoicing, tax preparation, financial reports, banking, and expense management features.

Kashoo

BILL is an online service for SMBs which provides a central dashboard for managing Accounts Receivable, Accounts Payable, and cash flow management. It syncs with all major accounting systems like QuickBooks, Sage, Intaact, and NetSuite.

Essentials

Team

Corporate

BILL

SERIES 3 Accounts Receivable

Accounts Receivable

MBA Software

Functionality differs depending on the complexity of the product, and whether it’s a point solution or part of a Sales technology suite. Features may include:

Invoice Control

Allows users to create and send invoices to customers for payment.

Payment Tracking

Enables users to track and record customer payments and apply them to the appropriate invoices

Credit Management

Provides tools for managing credit limits, monitoring customer creditworthiness, and setting credit terms.

Aging Reports

Generates reports that show the age of outstanding invoices, helping users identify and prioritize collections efforts.

Customer Statements

Allows users to generate and send periodic statements to customers detailing outstanding balances.

Automatic Reminders

Sends automated reminders to customers with overdue invoices to prompt payment.

Payment Reconciliation

Streamlines the process of matching incoming payments with outstanding invoices.

Dispute Resolution

Provides tools for managing and resolving disputes with customers regarding invoices or payments.

Financial Reports

Generates reports that provide an overview of accounts receivable, allowing users to analyze trends and make informed decisions.

Integration with Accounting Systems:

Allows for seamless integration with other accounting software, enabling a smooth flow of data between systems.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Accounts Receivable Software

SERIES 3 Accounts Receivable

Overview

What is SERIES 3 Accounts Receivable?