Tag Archives: Customers

Customer Aging Report

An Account Receivable aging report helps to list unpaid customer invoices and unused credit memos by date range. Finance managers who need to spot and correct problems in the management of receivables. Collection personnel use this report to determine which invoices are overdue for payment. This report determines credit and collection function. The Customer Aging… Read More »

Send email when customer is added using Sage Intacct Smart Event

We can add customer in Sage Intacct to sell goods or services to your customers. We add the customer not only for record keeping purposes but also for printing the names and addresses on forms, such as invoices. Everyday many customers are added in Intacct. When new customers are added, they only know who added and… Read More »

Sage Intacct Sales Register Report

Sage Intacct users generally ask a report that they can pull out by customer that shows payments/advances/CM received and how they were applied to each invoice since The AR Ledger report does not show exactly were the payment /advance, CM was posted. So to fulfil their requirement there is a report in Sage Intacct named… Read More »

Know how to create Customers in Sage Intacct

We are glad to inform that Greytrix has released Sage Intacct Integration with Sage CRM. We at Greytrix are focused to help the client in successfully implementing the Sage Intacct system through our various successful migration and integration solutions. In this blog, we would discuss ‘How to create a customer’ in Sage Intacct. We do… Read More »