Documentation Guide for A/R Manager

Customers

1. Setting default customer terms: [Sales] Customers > Setting customer Defaults  Work with Account Manager to organize folders and set defaults.

2. Changing IDs,  merging customers, or making customers inactive:  [Sales] Customers > Changing IDs or Merging Customers a[Sales] Customers > Making customers inactive

3. Customer Financial History:  [Sales] Customers > Customer History

Sales

1. Enter handwritten sales invoices:  [Sales] Invoices > Entering and Processing a Handwritten Invoice

2. Setup Auto Send to e-mail statements with the help of IT Manager:  [Sales] CRM > Auto Send > Auto Send A/R Statements

3. Batch Processing:  [Sales] Invoices > Batch Processing

4. Recurring Billing:  [Sales] Recurring Billing > Overview

5. Periodic Rental Billing:  [Sales] Rental Contracts > Periodic Billing

6. Credits:  [Sales] Credits > Processing Customer Credits [Sales] Credits > Refunding Customer Credits

7. Various customer payment options:  [Sales] Customer Payments > Payment Options

8. Payment card processing:  [Sales] Payment Card Processing > Overview

9. Online payments:  [Sales] E-Commerce > Customer Portal

10. Online payment options:  [Sales] E-Commerce > Shopping Cart > Payment Options

11. Sales transactions:  [Sales] General Ledger Transactions > Overview

Reporting

1. Accounts Receivable:  [Sales] General Ledger Transactions > Accounts Receivable Transactions