Accounts Receivable - Helpful how-to guides
Create & Copy Invoices/Credit Notes
Create and copy Sales Invoices and Credit notes.
Contracts
Contract Billing covers the generation of charges for jobs carried out and recurring charges made through a contract to supply, by automatic generation of an invoice.
Customer Statements
Statements can be created on an adhoc basis. Learn more here.
Retrospective Aged Debtors
The process on how to run Aged Debt Reporting and Retrospective reporting is detailed here.
Cash Allocation
This guide will explain how you can allocate cash received or de-allocate any cash matched incorrectly.
Diary Notes, Queries and Disputes
Diary notes are free text notes held against a customer. Queries are free text notes held against individual transactions.
Customer Enquiries
Allows the user to enquire upon All, or Outstanding transactions for the selected customer account(s).
Dunning Process
Dunning Groups determine how customers with overdue debt are to be chased, i.e. how often the recovery/chase letters are to be sent out and if an automatic diary event will be generated.
