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Overview:

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  • View several customer receivable records at once with the Grid View option in the top block of the window.

Benefits:

  • Track open collection notes and review outstanding AR Invoices
  • Generate AR Statements to send to customers
  • Issue credit memos
  • Issues/review customer hold status

Roles:

  • Accounts Receivable Clerk

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  • Billing & Accounts Receivable > Manage A/R Status > Manager Customer Receivables

Video:

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urlhttps://vimeo.com/manage/videos/305794427/c79f11b2f8