PENTA Learning Center is an evolving tool. Additional content is added as soon as it is available.
Billing & Accounts Receivable Processing
- Kyle Niekamp
Owned by Kyle Niekamp
- Adjust Invoice Amounts
- Billing & Accounts Receivable Reporting
- Calculate Invoices
- Cancel Invoice Processing
- Complete Credit Memo Processing
- Complete Invoice Processing
- Contact Customer & Create Invoice Note
- Contract Completion - Billing Purposes
- Cost Plus Job Billing
- Enter Cash Receipt against an AR Invoice
- Enter Cash Receipt against an AR Invoice - Write-off/Record Difference
- Enter Cash Receipt against an AR Invoice net of Discount
- Enter Cash Receipt against GL Account - Miscellaneous Receipt
- Enter Cash Receipt against Job/Work Order cost
- Enter Cash Receipt on Customer Account
- Generate / Send AR Statements
- Generate Basic / AIA Invoice with Supporting Docs
- Issue a Credit Memo Against an AR Invoice
- Job Billing for Partial Retention
- Job Retention Only Billing
- Lump Sum Job Billing
- Manage Customer Receivables - Query Customer
- Manage Customer Receivables - Review AR Status
- Manage Customer Receivables - Review/Add Customer Notes
- Manual Billing Entry
- Prepare Credit Memos Processing
- Prepare Invoices for Printing
- Recalculate Adjusted Invoices
- Reverse a System Generated Invoice
- Reverse an AR Invoice
- Review Posted Cash Receipts Identify Transactions to Void
- Run Costs Never Selected Report
- Unit Price Job Billing
- Validate Pricing Schedules / Assign as needed
- Validate Void Cash Receipt Review Accounting Entries
- Void Cash Receipts
- Write-off an AR Invoice
Have feedback? Copy URL for this page and click here: https://www.surveymonkey.com/r/SBZKYY7
Confidential Proprietary Information - For Penta Customer Use Only
Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.