Accounts In SP-1

Do you ever bill customers for product? If so, did you know that SP-1 has an extensive billing system built into the software. Last week I was talking to a customer that did not know we did this! So. . . .

In SP-1 you can specify per customer if they are allowed to run an account tab. Once this is selected, you will have an account payment button and an account charge button appear.

If you are near a number of businesses, schools etc – this can be a great method of picking up more business. Setup the account so that when that business orders, you can just bill them!

Once someone orders and you are on the ticket complete screen, simply hit account button to
add the total to their account bill. SP-1 will track this for you. One suggestion: In the remarks, enter the ticket number / name of the person running the account. This makes it easier to answer the account billing questions.

Now the business owes you money. The next step in this is the run the billing report and billing cycle. In the reports, you will see all the options for this. SP-1 will even run a bill that can be printed and then folded and put in a windowed envelope. This makes life easier as far as sending the bills.

Once the check comes in, look up the customer and select the account payment button. Apply the payment and you are done!

Hopefully this brief introduction to accounts helps you understand how to use this to capture some of more of your customers business. While these factories and schools like to place big orders, we also know that the accountant and bookkeepers at these places like easy billing systems!

Contact us at:
Mike Spence
8326 Woodland Ave. E
Puyallup Wa 98371

October 19th, 2009 by