Overview:
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This training video walks through the process of querying customers in the Manage Customer Receivable window using a variety of fields/attributes.
Benefits:
- Query back multiple customers based on predefined criteria
- Review AR status by Customer
- Optionally track follow up via Invoice 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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