Overview:
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This training video provides a high level overview of the manage customer receivables window, as well as reviews AR information, including open receivables, payment history, and open collection notes.
Benefits:
- 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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