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Unlimited number of customer accounts. Add new accounts or modify account details while
working in any transaction. |
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Set up defaults to speed up new customer account creation. Create customer accounts `on
the fly'. |
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Multiple delivery addresses can be entered for each customer for invoicing branches with
consolidated statements to the head office. |
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Set up email addresses per customer, per delivery address. Email customer documents. |
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Create up to five user-defined fields for each customer for additional information. You can
optionally access these when you invoice, and print them on documents, including
statements. |
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Run customers in open-item for full reconciliation of all payments or credit notes against
invoices, or balance forward for easy and quick processing. Suppress statement printing for
any customer (e.g. cash customers). |
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Set up customisable day-based payment terms (e.g. 7 day payment terms, 14 day
payment
terms, etc.). Aged messages can be set up to print on statements for credit
control purposes
(e.g. 30-day message, 60-day message, etc.) – The messages can also
be suppressed, by
customer. |
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Produce an age analysis and overdue reports for credit control. |
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Specify interest terms per customer and Pastel will calculate and post your interest
journals.
Suppress interest charging by customer. Vary interest rates at any time. Suppress
trivial
amounts of interest by specifying minimum interest charges. |
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Specify overall invoice discounts (trade discounts) per customer.
Specify one of three pricelists per customer. Override / change any of this when invoicing (password controlled).
Specify a discount matrix per customer category, per inventory group or customer specific
prices, based on volume breaks. |
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Attach an unlimited number of notes to each customer. Print these out for credit control or
to
track sales calls, etc. |
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Print form letters to all or specific ranges of customers. Use this for mass mailing customers
or
to follow up on overdue accounts. Address labels can also be printed for the same range
of
customers. |
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Design your own customer statements using Pastel's forms designer. Import your own
company logo for professional looking statements. |
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Use graphs to analyse sales trends. |
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Use Pastel’s easy ‘drag and drop’ functionality to re-allocate payments to invoices. |
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