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Legacy Mark’s Account Receivable system
is a specialized and extremely functional tool for the cemetery bookkeeper
and manager. The program address’ tedious complex calculations such
as commission schedules, trusting, invoicing, statement issuing, contract
writing, inventory control, accounts receivable processing, and much
more. The goal of the Accounts Receivable program is to shorten the
time spent handling the day to day tasks of bookkeeping thus allowing
more time to be spent utilizing the array of reports helping you to
better understand the viability of your outstanding receivables.
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| Accout
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| Apply
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Invoice |
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A/R Functions:
- Invoices and credit invoices (sales returns)
that can be printed and given to a customer at the time of transaction,
saved for archival reasons and/or emailed. The invoice is capable
of showing the itemized purchased items, down payment, discounts,
applicable taxes, basic contract terms for payment schedules,
and allows setting cycle dates and dates as to when to start charging
interest. The invoices may also be branded with your cemetery
logo.
- Commission Schedules have the potential to
be a huge time consuming task but with Legacy Mark’s A/R program
the job is taken care of in a few simple steps. With well over
20 years in the cemetery industry Legacy Mark has seen about every
style and favor of commissioning used. A/R offers the flexibility
of cascading commissions, percentage commissions, quota systems,
multiple payees, and extensive reporting on salesperson activity
and productivity.
- The Installment Loan System presents a convenient,
easy-to-use method for handling pay-over-time accounts. It accommodates
any interest percentage and is flexible enough to handle varying
compounding periods.
- Customized Statements are generated in pdf
format so you may print and mail, email and/or store a digital
copy for your records. The statements contain account balance,
amount due, due date, customer number, interest, comments, invoice
number, and may be customized to show most any data within the
database.
- Payment Booklets can be printed in lieu of
statements or in combination with depending on your customers
needs.
- Bad Debt Write Off is easily performedandA/Rcontains
numerous reports and aging schedules to help evaluate your receivables.
- Cash Refund is available for credit invoices
with credit balances remaining.
- View Customer Sales History for 12 monthly
periods of prior or current years.
- Applied Credit and applied finance charges
can be voided.
- Rapid Apply-Payment Screen automatically shows
and distributes payments over the remaining open balance items.
The same screen also creates a credit for over payments and distributes
any credits over the remaining open items.
- Account Review Summary quickly and efficiently
shows all information pertaining to a customer on a single page.
This page shows all information needed to answer the majority
of questions a customer could ask.
- 35+ Different Reports are available in A/R
including: Sales Tax Reports, Sales Comparison Reports, Salesperson
Sales Quota Reports, Cash Refund Reports, Commission Reports by
Customer, Salesperson or Contract, Differed Commission report
which lists Customers, Commission Due and Paid, Trust Reports
where 5 separate Trusts are maintained and Controlled, Differed
Trust by Customer and Contracts, Paid-In-Full-Account-This Period
with Differed Trusts Printed and Totaled.
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