Accounts Receivable Management Software

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Integrated Accounts Receivable Management Software that Works the Way You Do

Integrating your small- to medium-sized field service industry business’s accounting data and functions into the same program that hosts your company’s work order management and scheduling operations is integral to overall company efficiency. Grouping all of these separate functions into your customizable, easy-to-use Optsy field service management software allows your office managers and financial department to generate unique reports to showcase your company’s monetary and time-related jobsite performance.

Optsy’s latest version of accounts receivable management software adds a new level of depth to field service management software by allowing authorized users to:

 

  • Accept customer payments through “Optsy Payments Powered by Fidelity”
  • Sync customer accounts receivable history previously stored within QuickBooks
  • View a current aging list of customer accounts receivable

Locating Accounts Receivable Information within Your Customized Field Service Management System

A noteworthy feature upon which Optsy field service management software prides itself is our system’s overall flexibility and ease of navigation. Our recently updated accounts receivable software aligns with these standards by having a highly recognizable “A/R” icon that is seen on the top toolbar that spans the width of your customizable Optsy accounts receivable management software screen.

Along with the aforementioned “A/R” icon that allows users to view customer invoice statuses and the like, your office manager or other authorized employees can access accounts receivable information by utilizing the “Invoice Lookup” and “Payments Lookup,” which are both located within the “Lookup Manager” box on the left side of your company’s field service software screen. Offering these multiple, easily recognizable avenues to obtain relevant and necessary accounts receivable information is just another way that Optsy works the way you do

Accounts Receivable Software that Tracks Customer Payment Information

One dynamic feature that is showcased within your customizable Optsy accounts receivable management system pertains to efficiently tracking customer payments. Maybe your office manager wants to view a list of customers who have left overdue invoices unpaid, or maybe a financial department employee needs to see what payments are scheduled to be received on a certain date in order to budget for the following month’s expenses.

Although other brands of accounts receivable software offer similar reports, your Optsy accounts receivable management system allows users to not only view past due customer invoices, but then integrate the past due payment data into customizable reports that are unique to your field service industry business’s functions and requirements.

“Optsy Payments Powered by Fidelity”

Paired with Optsy’s accounts receivable aging reports, our top-of-the-line accounts receivable management software allows your business to accept customer payments through “Optsy Payments Powered by Fidelity.” Upon receiving a customer payment for a particular invoice, your office manager—or other authorized users with access to the desktop version of your company’s Opsty accounts receivable management software—follows these simple steps to record the payment:

 

  • Click on the “Invoice Lookup” icon located within the “Lookup Manager” box on the left side of your Optsy program screen.
  • Type in the invoice number for which your company has received a payment, and click the “search” icon.
  • Once you click on the desired invoice from the search list, the invoice appears on your Optsy screen.
  • Click on the “Actions” icon, which is found on the bottom left side of your Optsy accounts receivable software screen, and select “Create Payment.”
  • After the payment screen appears, your office manager or other office employee can select the appropriate payment method—for example, is the customer paying using a credit card, check, e-check, etc.
  • Then, your approved office employee can enter in the check number or credit card number associated with the customer payment into the designated text boxes at the top of the payment screen.
  • Once the payment information has been correctly entered, your office manager or other employee clicks on the designated icon to apply the payment.

Accounts Receivable Management Software that Accepts Credit Card Payments

“Optsy Payments Powered by Fidelity” provides users with a simple and efficient way to process customers’ credit card payments. Your business can accept and run credit card transactions as long as your company’s merchant bank card account is connected to your Optsy accounts receivable management system—a function which can easily be set up with the help of one of our highly trained employees.

All that is required to process a credit card transaction is entering the customer’s credit card number, expiration date, and security code, and then clicking on the designated icon to apply the payment. Your business can even connect your Optsy accounts receivable software system to a card reader for those customers who prefer swiping their credit cards in person as our software offers point-of-sale technology and convenience. The ways in which your business receives customer payments is as customizable as the rest of your Optsy field service management system.

Integrating QuickBooks Accounts Receivable Data into your Optsy Field Service Management Software

Transferring and integrating your field service industry business’s accounts receivable data stored within QuickBooks is a painless, streamlined process with our latest version of Optsy accounts receivable management software.

The initial implementation process which transfers all of your business’s accounts receivable information from QuickBooks into your customizable Optsy field service management system is performed at the click of a button—and of course, with guidance from our trained team of Optsy employees, if necessary. This quick and simple process allows your company to maintain all necessary functions with ease during the switch to Optsy.

Whether your small- to medium-sized field service industry business plans to transfer all of your company’s accounts receivable data at once, or if you would rather import certain customer information in smaller batches, your Optsy accounts receivable management software allows you to manually select and integrate data at your own pace.

Perhaps your company only requires payment history for active customers, and decides to leave inactive customer payment history on QuickBooks until a later date. Your customizable Optsy accounts receivable management system works the way you do by transferring the necessary customer payment data required by your business at a certain point in time.

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