The accounts receivable module allows the user to view and manage invoices, payments, credit and debit notes and deposits.
To access the accounts receivable module go to “A/R Management” and click on “Accounts Receivable”.
View and Manage Invoices, Payments, Credit Notes, Debit Notes and Deposits.
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.
View any documents for the specified customer, document number and date range specified.
View current invoices.
View past due invoices.
View paid invoices
View credit notes.
View debit notes.
View the order by clicking on “Order No. X”.
Accounts Receivable module actions:
Ready to Invoice:
View orders ready to be invoiced.
Record a payment for a customer.
Create a credit note.
Create a debit note
View finance charges.
-Credit note details
-Invoice print batch (to print every invoice for the customer and date range selected)
Export to general ledger accounts.