Tutorials

Accounts Receivable Overview

Accounts Receivable

Explore the features that help you manage accounts receivable and learn how to access reports and preferences.

Add Invoice

Accounts Receivable

Learn the process for adding an invoice in the Accounts Receivable module and specifying fund and bill type.

Manage Client Settings for Accounts Receivable

Accounts Receivable , Administration

This tutorial focuses on the client settings that support the A/R module. Determine if payments can be applied to future invoices, invoice sort order, if available credits should be automatically applied, and more.

Receive Payment

Accounts Receivable

Learn the overall process for receiving a payment in the Accounts Receivable module, including adding details for the application of credit.