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Accounts Receivable
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”.
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.
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:
