11 Customer Payments - Revision history

BethD at 09:19, 10 December 2014

2014-12-10T09:19:16Z

BethD at 11:38, 4 December 2014

2014-12-04T11:38:27Z

Simon@erpoz.com: /* Overview */

2014-11-20T05:02:29Z

‎Overview

Simon@erpoz.com: /* Overview */

2014-11-20T04:50:59Z

‎Overview

Simon@erpoz.com: /* Overview */

2014-11-20T04:49:56Z

‎Overview

Simon Clive at 00:30, 9 September 2011

2011-09-09T00:30:34Z

Show changes

Simon Clive at 22:53, 28 June 2011

2011-06-28T22:53:51Z

Simon Clive at 22:53, 28 June 2011

2011-06-28T22:53:22Z

Simon Clive at 22:52, 28 June 2011

2011-06-28T22:52:11Z

Simon Clive: Created page with " Answers="

2011-06-28T22:38:15Z

Created page with "<menu align="center" name="myMenu"> Answers="

New page

<menu align="center" name="myMenu">
Answers=

@@ Line 26: / Line 26: @@
 [[24 Payment from an Invoice]]
 [[25 Prepayment]]
-[[26 Prepayment List]]
+[[26 Payment List]]
 [[27 Double Click Lines]]
 [[28 Delete a Payment]]

@@ Line 2: / Line 2: @@
 Answers=
 [[1 Preferences]]
-[[2 Accounts]]
+[[2 Payment Accounts]]
 [[3 Statement Messages]]
 [[4 Grouping]]
 [[5 A/R Grouping]]
-[[6 Statement Grouping]]
+[[6 Batch Update]]
 [[7 A/R Report]]
-[[8 Column Name Changing]]
+[[8 Summary vs Extra Details]]
 [[9 Zoom In]]
-[[10 A/R Notes]]
+[[10 Age by Transaction Date]]
-[[11 Reminders]]
+[[11 Calendar Ageing]]
 [[12 Notes for A/R]]
-[[13 Customer Payments]]
+[[13 AR To Do's]]
-[[14 Applying Payments]]
+[[14 Reminders]]
-[[15 Part Payments]]
+[[15 AR Notes Report]]
-[[16 To Be Deposited]]
+[[16 Customer Payments]]
-[[17 Refund Payments]]
+[[17 Applying Payments]]
-[[18 Over Paying an Invoice]]
+[[18 Part Payments]]
-[[19 Payment Discount]]
+[[19 Refund Payments]]
-[[20 Paying From an Invoice]]
+[[20 OverPaying an Invoice]]
-[[21 Prepayments]]
+[[21 Payment Discount]]
-[[22 Payment List]]
+[[22 Surcharge]]
-[[23 Double Click Lines]]
+[[23 Undeposited Funds]]
-[[24 Receive Bulk Payments]]
+[[24 Payment from an Invoice]]
-[[25 Statements]]
+[[25 Prepayment]]
-[[26 Options]]
+[[26 Prepayment List]]
-[[27 Staement Templates]]
+[[27 Double Click Lines]]
-[[28 Changing Template]]
+[[28 Delete a Payment]]
-[[29 Set Default]]
+[[29 Receive Bulk Payments]]

@@ Line 57: / Line 57: @@
 . [ ] Grouping - Why would you group payments from POS?
-. [ ] EFT - Do you want all Supplier Payments to automaticaly load for EFT?
+. [ ] AR Grouping - Why would you group payments from Customers/Jobs?
-. [ ] AR Grouping - Why would you group payments from Customers/Jobs?
+. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report?
-. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report?
+. [ ] AR Report - Can you open the Accounts Recievable report?
-. [ ] AR Report - Can you open the Accounts Recievable report?
+. [ ] Summary vs Extra Details - Can you view the report in these different modes?
-. [ ] Summary vs Extra Details - Can you view the report in these different modes?
+. [ ] Zoom In - Can you drill into the transactions?
-. [ ] Zoom In - Can you drill into the transactions?
+. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view?
-. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view?
+.[ ] Calender Ageing - How does this change the report view and why is this commonly used?
-−
-.[ ] Calender Ageing - How does this change the report view and why is this commonly used?
 .[ ] AR Notes - Can you make notes against a transaction in the AR Report?
 .[ ] AR To Do's - Can you make a "To Do" from the notes?
 .[ ] Reminders - Can you see that "To Do" in your reminders?
 .[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?
 .[ ] Customer Payments - Do you know how to open the Customer Payment form?
 .[ ] Applying Payments - Can you process a Customer Payment?
 .[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?
 .[ ] Refund Payments - How do you apply a Refund to an Invoice?
 .[ ] Over Paying an Invoice - How do you pay more against an Invoice?
 .[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?
 .[ ] Surcharge - Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?
 .[ ] Undeposited Funds - Why is this account normally used and where would you find the "To Be Deposited" list?
 .[ ] Payment from an Invoice - How do you pay directly from an Invoice?
 .[ ] Prepayments - Do you know what a Customer Prepayment is and how to apply one?
 .[ ] Payment List - Can you open the Payment list?
 .[ ] Double Click Lines - Can you drill into any payment from the list?
 .[ ] Delete a Payment - Can you delete a customer payment?
 .[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"?
 .[ ] Statements - Can you Print a Statement?
 .[ ] Options In the statement screen - Where are your options?
-. [ ] Statement Grouping - Why would you group jobs on statements?
+.[ ] Statement Grouping - Why would you group jobs on statements?
 .[ ] Statement Templates - Where can you find all the available templates?
 .[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?
 .[ ] Set Default - How do you select a default statement template?

@@ Line 113: / Line 113: @@
 .[ ] Options In the statement screen - Where are your options?
 . [ ] Statement Grouping - Why would you group jobs on statements?
 .[ ] Statement Templates - Where can you find all the available templates?
 .[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?
 .[ ] Set Default - How do you select a default statement template?

@@ Line 51: / Line 51: @@
 . [ ] Preferences - Do you know where to set the Payment preferences?
-. [ ] Accounts - Why are these typically set as the current defaults?
+. [ ] Payment Accounts - Why are these typically set as the current defaults?
 . [ ] Statement Messages - Can you add your own messages for 30, 60, 90 days overdue?
-. [ ] Grouping - Why would group payments from POS?
+. [ ] Grouping - Why would you group payments from POS?
-. [ ] A/R Grouping - Why would group payments from Customers/Jobs?
+. [ ] EFT - Do you want all Supplier Payments to automaticaly load for EFT?
-. [ ] Statement Grouping - Why would group jobs on statements?
+. [ ] AR Grouping - Why would you group payments from Customers/Jobs?
-. [ ] A/R Report - Can you open the Accounts Recievable report?
+. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report?
-. [ ] Column Name Changing - Do you know how to alter the name of the column within the list?
+. [ ] AR Report - Can you open the Accounts Recievable report?
-. [ ] Zoom In - Can you drill into the transactions?
+. [ ] Summary vs Extra Details - Can you view the report in these different modes?
-.[ ] A/R Notes - Can you make a "To Do" from the notes?
+. [ ] Zoom In - Can you drill into the transactions?
-.[ ] Reminders - Can you see that "To Do" in your reminders?
+. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view?
-.[ ] Notes for A/R - Can you open the Accounts Receivable Notes Report?
+.[ ] Calender Ageing - How does this change the report view and why is this commonly used?
-.[ ] Customer Payments - Do you know how to open the Customer Payment form?
+.[ ] AR To Do's - Can you make a "To Do" from the notes?
-.[ ] Applying Payments - Do you know how to open the Customer Payment form?
+.[ ] Reminders - Can you see that "To Do" in your reminders?
-.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?
+.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?
-.[ ] To Be Deposited - Do you understand why you would use this function?
+.[ ] Customer Payments - Do you know how to open the Customer Payment form?
-.[ ] Refund Payments - How do you apply a Refund to an Invoice?
+.[ ] Applying Payments - Can you process a Customer Payment?
-.[ ] Over Paying an Invoice - How do you pay more against an Invoice?
+.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?
-.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?
+.[ ] Refund Payments - How do you apply a Refund to an Invoice?
-.[ ] Payment from an Invoice - How do you pay directly from an Invoice?
+.[ ] Over Paying an Invoice - How do you pay more against an Invoice?
-.[ ] Prepayments - Do you know what a Customer Prepayment is?
+.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?
-.[ ] Payment List - Can you open the Payment list?
+.[ ] Surcharge - Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?
-.[ ] Double Click Lines - Can you drill into any payment from the list?
+.[ ] Undeposited Funds - Why is this account normally used and where would you find the "To Be Deposited" list?
-.[ ] Receive Bulk Payments - Can you make a payment based on a suggestion?
+.[ ] Payment from an Invoice - How do you pay directly from an Invoice?
 .[ ] Statements - Can you Print a Statement?
 .[ ] Options In the statement screen - Where are your options?
 .[ ] Statement Templates - Where can you find all the available templates?
-.[ ] Changing Templates - Why should you not change any of these?
+.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?
 .[ ] Set Default - How do you select a default statement template?

← Older revision		Revision as of 22:53, 28 June 2011
Line 37:		Line 37:
	</menu>		</menu>

−	== Overview ==	+	== Overview ==
		+
		+
		+	Customer Payments Training
		+
		+
		+
		+
		+	Company:___________________________ Signed:____________________________
		+
		+	Name:___________________ Position:______________ Date: _____________
		+
		+	Trainee to complete: Please tick
		+
		+	1. [ ] Preferences
		+	Do you know where to set the Payment preferences?
		+
		+	2. [ ] Accounts
		+	Why are these typically set as the current defaults?
		+
		+	3. [ ] Statement Messages
		+	Can you add your own messages for 30, 60, 90 days overdue?
		+
		+	4. [ ] Grouping
		+	Why would group payments from POS?
		+
		+	5. [ ] A/R Grouping
		+	Why would group payments from Customers/Jobs?
		+
		+	6. [ ] Statement Grouping
		+	Why would group jobs on statements?
		+
		+	7. [ ] A/R Report
		+	Can you open the Accounts Recievable report?
		+
		+	8. [ ] Column Name Changing
		+	Do you know how to alter the name of the column within the list?
		+
		+	9. [ ] Zoom In
		+	Can you drill into the transactions?
		+
		+	10.[ ] A/R Notes
		+	Can you make a "To Do" from the notes?
		+
		+	11.[ ] Reminders
		+	Can you see that "To Do" in your reminders?
		+
		+	12.[ ] Notes for A/R
		+	Can you open the Accounts Receivable Notes Report?
		+
		+	13.[ ] Customer Payments
		+	Do you know how to open the Customer Payment form?
		+
		+	14.[ ] Applying Payments
		+	Do you know how to open the Customer Payment form?
		+
		+	15.[ ] Part Payments
		+	Do you understand how to adjust the payment amount within the payment window?
		+
		+	16.[ ] To Be Deposited
		+	Do you understand why you would use this function?
		+
		+	17.[ ] Refund Payments
		+	How do you apply a Refund to an Invoice?
		+
		+	18.[ ] Over Paying an Invoice
		+	How do you pay more against an Invoice?
		+
		+	19.[ ] Payment Discount
		+	How do you apply a discount to an invoice from the payment form?
		+
		+	20.[ ] Payment from an Invoice
		+	How do you pay directly from an Invoice?
		+
		+	21.[ ] Prepayments
		+	Do you know what a Customer Prepayment is?
		+
		+	22.[ ] Payment List
		+	Can you open the Payment list?
		+
		+	23.[ ] Double Click Lines
		+	Can you drill into any payment from the list?
		+
		+	24.[ ] Receive Bulk Payments
		+	Can you make a payment based on a suggestion?
		+
		+	25.[ ] Statements
		+	Can you Print a Statement?
		+
		+	26.[ ] Options
		+	In the statement screen where are your options?
		+
		+	27.[ ] Statement Templates
		+	Where can you find all the available templates?
		+
		+	28.[ ] Changing Templates
		+	Why should you not change any of these?
		+
		+	29.[ ] Set Default
		+	How do you select a default statement template?
		+
		+	Notes:
		+	Are there any aspects in this area that more training would be useful?
		+
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________

@@ Line 1: / Line 1: @@
-<menu name="myMenu" align="center">
+<menu align="center" name="myMenu">
 Answers=
 [[1 Preferences]]
@@ Line 35: / Line 35: @@
+== Overview  ==
-−
-−
-</menu>

← Older revision		Revision as of 22:52, 28 June 2011
Line 1:		Line 1:
−	<menu ~~align~~="~~center~~" ~~name~~="~~myMenu~~">	+	<menu name="myMenu" align="center">
	Answers=		Answers=
		+	[[1 Preferences]]
		+	[[2 Accounts]]
		+	[[3 Statement Messages]]
		+	[[4 Grouping]]
		+	[[5 A/R Grouping]]
		+	[[6 Statement Grouping]]
		+	[[7 A/R Report]]
		+	[[8 Column Name Changing]]
		+	[[9 Zoom In]]
		+	[[10 A/R Notes]]
		+	[[11 Reminders]]
		+	[[12 Notes for A/R]]
		+	[[13 Customer Payments]]
		+	[[14 Applying Payments]]
		+	[[15 Part Payments]]
		+	[[16 To Be Deposited]]
		+	[[17 Refund Payments]]
		+	[[18 Over Paying an Invoice]]
		+	[[19 Payment Discount]]
		+	[[20 Paying From an Invoice]]
		+	[[21 Prepayments]]
		+	[[22 Payment List]]
		+	[[23 Double Click Lines]]
		+	[[24 Receive Bulk Payments]]
		+	[[25 Statements]]
		+	[[26 Options]]
		+	[[27 Staement Templates]]
		+	[[28 Changing Template]]
		+	[[29 Set Default]]
		+
		+
		+
		+
		+
		+
		+
		+
		+
		+	</menu>