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Overview:

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This training video walks through reviewing, updating, and adding customer notes within the manage customer receivables window.

Benefits:

  • Add/Update Customer specific notes

Roles:

  • Accounts Receivable Clerk
  • Accounts Receivable Manager

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  • Billing & Accounts Receivable > Manage AR Status > Manage Customer Receivables

Video:

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urlhttps://vimeo.com/manage/videos/367353387/ee60c48fe2