![]() Returns and Credit Memos. Create a credit memo from an existing sales invoice or as a new sales transaction type. Assign commission rates by salesperson and choose whether to pay commissions based on sale date or payment. ![]() Serialized Inventory. Resellers, manufacturers, wholesalers, and other item-based businesses can track serial numbers from purchase through sale, and beyond with warranty tracking.Ĭommission Tracking. Choose a fixed percentage or amount as a commission, or create a custom rate per item or per activity. Purge Quotes. Purge quotes and lead records that didn’t convert to sales and are no longer needed. ![]() Get Paid Online. Web Pay lets you email invoices containing a payment link, allowing customers to pay you online. Profitability. New Profitability reports show the profitability of items, customers and activities. You can also search for local help from one of AccountEdge’s Certified Consultants. Their phone support team is based in their offices in Rockaway, NJ. The vendor offers excellent service and you can visit their website’s support page to avail free email support and make use of self-help resources like a knowledge base, support library, and discussion forum. You can also add payroll forms, direct deposit, credit cards, and many more services. AccountEdge helps you run and report on all areas of your business: time billing, inventory, purchases and orders, and sales and invoicing, and more. The software’s double-entry system means your accountant will be glad when it’s time to peruse your file (especially because the vendor gives them a free copy). With no monthly subscription, it helps you run and report on all aspects of your business: sales and invoicing, purchases, payroll, inventory, time billing, and more. NOTE: For access to all the latest features available in AccountEdge Connect, be sure to use the latest version of AccountEdge Pro.AccountEdge offers full-featured accounting software for your small business, on the desktop. Sync new contacts and changes back and forth with AccountEdge Pro for seamless integration. Assign wage categories for employee payroll.Ĭontacts - Create and manage your lead, customer, vendor, and personal contacts. Track Billable Time - Enter Activity Slips and Time Sheets, track time worked on jobs with both billable and non-billable activity slips. Create Spend and Receive Money transactions, receive a payment and Pay Bills. Apply jobs to each line of a transaction. Spend and Receive Money - Enter expenses, checks, credit card purchases, and cash spent. ![]() Web Pay - Email your invoices with a Pay Now button so your customers can pay you online securely with a credit card. Enter Bill Payments against existing outstanding payables. Record Purchases and Bills - Track purchases by creating bills, orders, and quotes for item, service, professional, and miscellaneous transactions. Charge Convenience fees (if allowed in your area).īulk Payments - Charge credit cards in bulk for recurring sales and other accounts receivable transactions. Add payments, or charge credit cards, to any accounts receivable transactions.Ĭustomer Portal - Create a Customer Portal URL and customize the My Account Page for customers to view open sales, make payments, take credits, and update credit card details.īilling Schedules - Create Billing Schedules for setting up recurring sales transactions with customized frequencies, set the Schedule Date and Start Date, and define variable or fixed item quantities per invoice. Apply jobs to line items, use default tax rates, and other sales details from AccountEdge. Enter Sales - Enter quotes, orders, and invoices, for item, service, time billing, professional and miscellaneous sales, and create credit memos.
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