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Accounts Receivable

Review the Accounts Receivable Setup before learning more about Accounts Receivable Management.

  • When Sales Invoices are posted, Customer Ledger Entries and Customer Detailed Entries are created with Document Type = Invoice.

  • When Sales Credit Memos are posted, Customer Ledger Entries and Customer Detailed Entries are created with Document Type = Credit Memo.

  • When Customer Receipts are posted, Customer Ledger Entries and Customer Detailed Entries are created with Document Type = Payment.

  • After posting a Customer Receipt, you can apply it to open Customer Ledger Entries with Document Type = Invoice.

  • After posting a Sales Credit Memo, you can apply it to open Customer Ledger Entries with Document Type = Invoice.

  • Run AR Aging Report and Customer Statement Report

  • Where can you enter collection notes:

    • On the Sales Invoice list, add the Description field to the list. You can also add a new field.

    • You can edit this field for collection notes even if the Sales Invoice is posted.

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