Accounts Receivable

Support Articles

• Customers

  Go to Program → Receivables → Customer Records Name Tab Click Add or Multi-Add to enter new customer information: ID, name, address, phone and e-mail address. …

• Accounts Receivable Invoices

  Go to Program → Receivables → Invoice Records. On the Invoices window, choose the Add or Multi-Add button from the left sidebar. Complete the invoice informati…

• Accounting Setup

  To post accounts receivable payments to the ledger, some information must be entered on the Accounting Setup window. A receivables asset must be defined. If yo…

• Payments

  Entering Payments Posting Accounts Receivable Payments

• Accrue Receivables

  Go to Accounting, then to Accounts Receivable. Click on Accrue Receivables. This option allows the user to show income in the General Ledger for items that hav…

• Creating and Printing Accounts Receivable Statements

  Statements can be generated at any time. Usually, this is done on a monthly basis. A cut-off date is entered when statements are created. All invoices and paym…

• Accounts Receivable Report List

  There are several helpful reports you can use to see and track data for Accounts Receivable. Here are a few examples. Invoice Summary Provides a list of invoic…