How it works in ProBuild ERP

Customers & Accounts Receivable

Manage the full contractor relationship.

Connected workflow

Manage the full contractor relationship.

Customer records combine contact information, billing and shipping details, credit controls, price groups, tax settings, invoice delivery and statement preferences.

✓Set credit limits, account status, terms and pricing groups.

✓Maintain balances, payments, memos, statements and finance-charge workflows.

✓Keep customer-specific selling rules available to POS and back-office teams.

Try ProBuild Back to product screens

ProBuild ERP Customers & Accounts Receivable screen

01Create account

02Set credit and pricing

03Sell or invoice

04Collect and report

See Customers & Accounts Receivable in the connected ProBuild platform.

Explore the live system and follow the workflow yourself.

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