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Billing and Receivables
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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

  • How to create a customer
  • Configure default order preferences
  • Configure tax rate and credit options
  • Merge or renumber a customer

Billing

  • About billing in Inform
  • Review and bill invoices
  • Close out a cash drawer for POS sales
  • Issue credits
  • Void an invoice
See all 6 articles and available sections

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
See all 7 articles and available sections

Cash receipts

  • How to post cash receipts
  • Apply discounts
  • Apply adjustments
  • Apply a single payment to multiple accounts
  • Cancel a payment
See all 7 articles and available sections

Billing wrap-up

  • Run an A/R Aging report
  • Create and send A/R collection letters
  • Void A/R checks
  • Cancel a cash or credit payment and reinstate the invoice
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