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  3. Accounting
  4. Billing and receivables

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Billing and receivables
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  • Accounts receivable cheat sheet
  • A/R Finance Charge Update
  • Print a Monthly A/R Finance Charge Journal
  • Reconcile receivables and payables

Cash receipts

  • Set up cash receipt posting
  • Post cash receipts by invoice

Customer ledger

  • View customer transaction history
  • Analyze a customer's sales history
  • Subtotal customer's invoices by month
  • Organize customer invoices by ship to locations

Advanced AR topics

  • Collection of bad debt
  • Accounts receivable reconciliation
  • Apply customer open credits
  • Accept A/R payments at the counter
  • Send a check payment to a customer for credit on their account
See all 17 articles and available sections

AR Reports

  • A/R Aging report
  • A/R Exceeded Credit Limit Report
  • A/R Daily Cash Receipts Journal
  • A/R Customer Open Credit Report
  • A/R Cash Receipts History report
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