Manage Customer Receivables - Review AR Status

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.

• Assign a date and code to a note for follow up activity.

• Assign an action to an employee within your company.

• 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.

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

Additional Content

• N/A

Location:

• Billing & Accounts Receivable > Manage AR Status > Manage Customer Receivables

Video: