Unique transaction number (prohibiting duplicates)
11.3.19
Multiple validation capabilities eg - use of mandatory fields, format checks on standing data and transaction data fields, range checks on values (negative invoices prohibited), validity of income codes, checks for duplication of account and invoice numbers, correct VAT / sales tax to within certain tolerance
Support credit notes for part, whole or multiple invoice refunds
11.4.3
Automatic reduction of sales commissions due
11.4.4
Flexible format / multiple format credit notes
11.4.5
Credit note details eg customer name, address, account number, contact name, date, invoice number (to match against invoice), single and multiple line items and details, prices, discounts, net credit total, VAT, gross credit total
11.4.6
System generated credit note number
11.4.7
Immediate individual printing or batch printing and despatch by post, fax
11.4.8
e-credit note eg create electronic credit note and send as XML file, email with or without a file attachment, EDI
11.4.9
Or, repay by BACS refund, credit card refund, cheque
11.5
Credit control
11.5.1
Full access to all or specific customer and sales information, over the internet / intranet, subject to individual security levels
11.5.2
Flexible credit terms and debt chasing methods
11.5.3
Credit limits at individual and group customer level
11.5.4
Automatic credit warning when customer or group customer, is near or over credit limit
11.5.5
Temporary credit increase and dates temporary credit available for
11.5.6
Access credit rating agencies over the internet
11.5.7
Hold credit rating details
11.5.8
Hold other customer information eg copies of accounts, SIC codes, auditors, registered addresses, Companies House annual returns
11.5.9
Configurable invoice and / or global aging criteria
11.5.10
Multi level aging for multiple invoice accounts
11.5.11
Full control of the severity / content of dunning letters
11.5.12
Unlimited number of different style dunning letters
11.5.13
Dunning letters produced on specified trigger dates
11.5.14
Configurable inclusion or exclusion of specific customers and / or specific details for dunning letters
11.5.15
Customer statements available on an account basis and account / group basis
