Accounts receivable

It allows you to organize each client and access their information on operations carried out in real time.

How can accounts receivable work for you?

 

By defining credit policies for each client, and obtaining current data on operations that increase debt (invoices) or decrease it (payments, returns, credit notes), it is possible to manage accounts receivable portfolios in detail and transparently. .

Definition of credit policies

The application allows you to define the credit policy and the desired actions according to the behavior of each client.

Current data

Because Solop is an online system, the information it obtains is current, that is, it considers the last operations carried out.

 

Consistent Information

As Solop is an integrated system, the data is always consistent and verifiable, considering all the documents involved.

Main Features

Recurring sales

For invoices that recur periodically, it is possible to define batches of recurring invoices, valid for the future.

Automated billing

It allows sales orders to be converted into invoices automatically according to the conditions you define, as each order is placed in a “complete” state.

Billing Templates

Easily customize invoice templates to meet clients’ unique billing needs.

Invoice sending

It allows documents to be sent automatically by mail to interested parties. This streamlines the flow of communication in this process.

Roles and permissions

It is possible to configure them per user and only allow them to invoice clients of a certain organization, and also only view documents that have been executed for that organization.

Credit limit control

Credit limit control is defined per client and it is possible to configure a specific limit. Defining a credit status also allows you to control whether or not a customer is granted credit.

Aging of outstanding balances

With the balance aging report it is possible to know the pending balances of each client. It also allows you to know which invoices are involved and the amount pending to be collected.

Assignment of collections

Assigned invoices directly reduce the client’s debt. This is immediately reflected in the balance aging report. The client can pay with credit notes. It is also possible to pay several bills at the same time.

Commission calculation

It allows you to define differentiated commissions by seller, business partner or business partner category, also by product or product category and organization.

Detailed Internal Audit

The date of creation and modification of each document is recorded. Likewise, who created the record and who modified it is audited, as well as the value before the creation or change and the new value at the end of the transaction.

Client data

It has precise customer data, transaction history, items purchased, open invoices, communication history among many other entities.

Invoice consolidation

When customers place multiple orders within a billing period, Solop allows statements to be combined into a unified invoice. Finance teams get a streamlined billing process and more efficient invoice processing.

Collection management

Solop accepts payments in cash, credit card, check, wire transfer, electronic funds transfer or other digital format. Generate an automatic mapping between customer payments and open invoices, or apply a single payment to multiple invoices.

Late collections management

Proactive and constant contact with customers accelerates the collection of accounts receivable. With Solop, businesses can automatically send reminders before or after payment is due.

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