Manager Customer Receivables

Overview:

The Manage Customer Receivables window allows you to query, view, and perform a variety of invoicing functions, such as:

• Group invoices you want a customer to act on, for example:

• • Record collection activities and group invoices that you expect customers to act on together (e.g., invoices customers promised to pay because of a collection call).

• Create or modify notes, assigning an Action Code and Action Date to an employee for follow up activity.

• Issue a credit memo.

• Assign to a customer a “hold” status.

• Record notes at a customer level, not related to invoices.

• 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

Location:

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

Video: