Who Should Attend?
- All accounting personnel responsible for day to day accounts receivable
duties.
Course Objectives
After completing this course, students will be able to:
- Create a new customer
- Edit an existing customer
- Enter a customer invoice
- Receive payments
- Create a sales order
- Review reports for accuracy or research
Course Outline
First Part of the Workshop
Module 1: Customer Maintenance
- Create new customer groups
- Create a new customer
- Update the customer purchasing defaults
Module 2: Customer Invoices
- Create free text invoices
- Post a free text invoice
- Create a reoccurring free text invoice
- Sales returns with a free text invoice
- Correct a free text invoice
- Invoice inquiry to review posted free text invoices
- Create a payment journal
- Using the collections workbench
Final Part of the Workshop
Module 3: Customer Invoices from Sales Orders
- Create a sales order
- Picking and shipping the sales order
- Create a customer invoice from a sales order
- Post customer invoice from a sales order or packing slip/date
- Consolidate sales orders or packing slips for posting
Module 4: Reports and Researching
- Export data to Excel
- Which Finance and Operations reports are useful