Category: Accounts Receivable

• A/R – Aging

  Monthly accounts receivable aging in HITS ensures customer charges move to correct aging buckets (Current through 90+ days) and calculates finance charges for open item...

• A/R Info & Lookup options

  Compare open-item and full-history A/R views to quickly review customer account activity. Use color-coded transactions and search filters to manage payments, credits, and balances with...

• ROA Department Types

  Configure department types for credit and debit memos in Accounts Receivable to improve transaction categorization and reporting accuracy. Set up custom ROA codes through Corporate...

• Writing Off Bad Debt

  Remove unpaid customer balances from Accounts Receivable using HITS credit memo functionality. Create and apply bad debt write-offs while maintaining clear audit trails through consistent...

• A/R – Statements

  Email and print A/R statements directly from HITS after aging your accounts. Access statements through Views > Bookkeeping, configure print dates and options, then email...

• AR – Statements, Initial Setup & Configuration

  Configure statement defaults by accessing Administration & Utilities to set your A/R cut-off date and customize the remit-to address. Save changes and re-login to HITS...

• A/R – How to Exclude Customer(s) from Statements

  Exclude specific customers from A/R statements by assigning them a unique Mail Switch value in HITS. Set internal employees or special accounts to "Z", then...

• A/R – Statements, Envelope Sizes

  HITS statements are designed to fit standard #10 envelopes, with two compatible options: Double Window Envelope (WS-3342) and All Purpose Window Envelope (WS-3133). Both envelope...

• ROA – Post a payment

  Post customer payments quickly using the ROA Payment feature. Process single or multiple invoice payments, select payment methods, and track check numbers or notes. System...

• Daily Store Deposit and Closing Procedures

  Process daily deposits and close store days accurately with step-by-step procedures for payment accountability and end-of-day reconciliation. Ensure balanced cash reports, proper A/R aging, and...

• ROA – Removing disbursements

  Edit or remove disbursements after application through Customer A/R Info & Lookup. Right-click any transaction to modify disbursements individually or remove multiple selections at once...

• ROA – Reversing a payment

  Correct payment or ticket errors after closing the day by reversing and re-entering them. This ensures financial accuracy and keeps reporting consistent.

• ROA – Disbursing payments, credits, and debits

  Allocate received payments to specific customer transactions using the Create Disbursements feature. Double-click transactions to clear them fully, or right-click to apply partial amounts. Track...

• End Of Day (Post Deposit & Close Day)

  Verify daily tender payments, post deposits, and close the store day through the End Of Day screen. System tracks cash, check, and credit card transactions...