Accounts Receivable

Cash Receipts and Reporting Webinar

How do I process Cash Receipts in the Broadlume Business Management Software ...

Accounts Receivalbe and Reporting Webinar

How do I use the Accounts Receivable modules and reports in the Broadlume Bus...

Customer Types in BMS

What does the Customer Type do in Customer Maintenance, and how do I set it u...

Credit Hold Feature

Credit Hold Feature Within the BMS System, optional settings allow you to im...

Customer Maintenance

Customer Maintenance This is a set-up module that must be completed prior to...

Customer Reference Listing

Customer Reference Listing This is a much simpler customer listing report. I...

Credit Memos, Refunds & Customer Account Maintenance - 4/22/2020 - Webinar

Credit Memos, Refunds & Customer Account Maintenance - 4/22/2020 - Webinar

Training Video: Introduction to A/R - Menu Items 2-14

Training Video: Introduction to A/R - Menu Items 2-14 This introductory Acco...

Import Sales Tax Codes

Import Sales Tax Codes Customers can import Sales Tax Codes, including chang...

Account History Inquiry--Customer

Account History Inquiry--Customer This module keeps track of month-to-date a...

Customer Pays Vendor Through BMS -- Joint Check Processing

Customer Pays Vendor Through BMS -- Joint Check Processing This article cove...

Purge Cleared Account Activity

Purge Cleared Account Activity When an Invoice is paid in full, or a Credit ...

Credit Alert Account pop up in Order Entry

Credit Alert Account pop up in Order Entry A Credit Alert Status is availabl...

Return Payment or Deposit Back to the Customer Payment Register

Return Payment or Deposit Back to the Customer Payment Register When you bat...

Move Credit Balance From One Customer to Another

Move Credit Balance From One Customer to Another  Unlike with Payments, you ...

Lien Date on Ship To Code Tracks Lien Date By Location

Lien Date on Ship To Code Tracks Lien Date By Location A Lien Date has been ...

Jobs Not Approved Report

Jobs Not Approved Report This report works in conjunction with the Credit Ap...