Accounts Receivable

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Step One

The accounts receivable module allows the user to view and manage Aged invoices, view and record payments, deposits, credit, and debit notes. To access the accounts receivable module go to “A/R Management” and click on “Accounts Receivable”.

Accounts Receivable-3
Accounts Receivable-3

Step Two

View and Manage Invoices, Payments, Credit Notes, Debit Notes and Deposits.

Step Three

Filter by customer, document number and by date
To filter any document in AR Management, click on the “Filter By” tab, enter the search parameters and click on the “search” button.

Accounts Receivable-3

Step Four

Filter documents
View any documents for the specified customer, document number and date range specified.

Step Five

Current:
View current invoices.

Past Due:
View past due invoices.

Paid:
View paid invoices

Payments:
View payments.

Credit Notes:
View credit notes.

Debit Notes:
View debit notes.

Deposits:
View deposits.
Document actions:

Step Six

View the order by clicking on “Order No. X”. Accounts Receivable module actions:

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