Billing and Receivables
In the billing and accounts receivable training modules, you will learn how to create customers, send invoices, apply payments, run statements, and more! The first scenarios handle Customer Creation and maintenance. Next up is a Billing Overview, which covers the process of turning an order into an invoice. After some invoices have been created, you can find them in the Customer Ledger. Finally, you'll learn how to apply payments to these invoices via Cash Receipts Posting. You will learn
Customers
Billing
- About billing in Inform
- Review and bill invoices
- Close out a cash drawer for POS sales
- Issue credits
- Void an invoice
Invoice and payment history
- How to view customer invoice and payment history
- Print and resend an invoice
- Create a credit reference letter
- Add accounts receivable notes to an account
- View payment history
Cash receipts
- How to post cash receipts
- Apply discounts
- Apply adjustments
- Apply a single payment to multiple accounts
- Cancel a payment