Is Microsoft Small Business Financials right for your business?

Microsoft Small Business Financials is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Microsoft Small Business Financials demo, technical support, product or pricing information or to simply to compare Microsoft Small Business Financials with competitive options? Quickly get answers and the information you need.

This product has been discontinued, and is no longer available for purchase.

Please note that as of January 1, 2009 Small Business Finacials 9.0 is no longer for sale to new customers

Improve efficiency and increase customer satisfaction with Microsoft Small Business Financials. Streamlined sales processes enable employees to process and fulfill orders smoothly, while robust integration and reporting capabilities turn sales information and customer data into a powerful business tool.

SETUP

  • Customer setup: Input and track customer information at any time, including multiple and unlimited addresses, payment terms, finance charge, credit card, and complete history information.
  • Customer maintenance: Easily look up existing customer information. View and change information for one transaction, or save changes to update automatically throughout the accounting system.
  • Credit limits: Define individual customer credit limits and receive alerts when limits are close to being exceeded.
  • Transaction import: Easily import customer records, beginning balances and transactions into Microsoft Small Business Financials.

DAILY TASKS

  • Streamlined processing: Easily transfer quotes to invoices, as well as accept deposits.
  • Customer-specific pricing and trade discounts: Apply multiple pricing levels to sales items and assign a level to a specific customer. Check credit limits, and set up trade discounts for preferred customers.
  • Line item markdowns: Reduce prices for specific customers on a line item as a set amount or percentage of the price.
  • Backorders: Create sales orders without having specific line items in stock, with options to backorder or cancel orders. The backorder quantity is tracked and filled when inventory is replenished.
  • Drop ship orders: Fill orders quickly by shipping directly from your vendor to a customer without receiving or selling from inventory.
  • Apply payments: Apply receipt of payment via cash, check, or credit card to a specific invoice or to the overall customer balance. Assess NSF and finance charges according to your business rules.
  • Packing slips and picking tickets: Print packing slips to accompany each order and invoice, as well as picking tickets for orders, invoices, and returns. Print or e-mail slips and tickets individually or as a group.
  • Partial invoicing: Transfer partial kit quantities to an invoice while tracking component backorders and fulfillment.

PERIODIC TASKS

  • Customized statements: Tailor statements using a step-by-step wizard, which allows you to preview and verify information before printing.
  • Letter Writing Assistant: Integration with Microsoft Word lets you quickly generate collection, thank-you, and survey letters or create your own letter templates.
  • Reminders and alerts: Automated reminders prompt you before customer payments are due or when they are overdue, while alerts prompt you about bills to pay or overdue invoices.

REPORTING

  • Flexible reporting options: View unposted, posted and historical transactions, plus complete customer data, period sales, and yearly sales information in reports such as Customer Balance, Customer Contact List, NSF Customers, and This Month’s Sales. Easily print historical sales documents.
  • Sales tax reporting: Track state, local, and other sales taxes for full sales tax reporting.
  • Sales commissions: View commissioned sales and generate up-to-date commission reports using Microsoft Excel.
  • Export to Excel: Export reports and SmartList query results to Excel for advanced sales analyses and create graphical reports using pie graphs, charts, and other visual tools.

Note: Small Business Finacials will no longer be sold to new customers after 1/1/09