Personal tools

Difference between revisions of "11 Customer Payments"

From TrueERP wiki

Jump to: navigation, search
(Created page with "<menu align="center" name="myMenu"> Answers=")
 
 
(8 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
<menu align="center" name="myMenu">
 
<menu align="center" name="myMenu">
 
Answers=
 
Answers=
 +
[[1 Preferences]]
 +
[[2 Payment Accounts]]
 +
[[3 Statement Messages]]
 +
[[4 Grouping]]
 +
[[5 A/R Grouping]]
 +
[[6 Batch Update]]
 +
[[7 A/R Report]]
 +
[[8 Summary vs Extra Details]]
 +
[[9 Zoom In]]
 +
[[10 Age by Transaction Date]]
 +
[[11 Calendar Ageing]]
 +
[[12 Notes for A/R]]
 +
[[13 AR To Do's]]
 +
[[14 Reminders]]
 +
[[15 AR Notes Report]]
 +
[[16 Customer Payments]]
 +
[[17 Applying Payments]]
 +
[[18 Part Payments]]
 +
[[19 Refund Payments]]
 +
[[20 OverPaying an Invoice]]
 +
[[21 Payment Discount]]
 +
[[22 Surcharge]]
 +
[[23 Undeposited Funds]]
 +
[[24 Payment from an Invoice]]
 +
[[25 Prepayment]]
 +
[[26 Payment List]]
 +
[[27 Double Click Lines]]
 +
[[28 Delete a Payment]]
 +
[[29 Receive Bulk Payments]]
 +
[[30 Statements]]
 +
[[31 Options In the statement screen]]
 +
[[32 Statement Grouping]]
 +
[[33 Statement Templates]]
 +
[[34 Customising Templates]]
 +
[[35 Set Default]]
 +
 +
 +
 +
 +
 +
</menu>
 +
 +
== Overview  ==
 +
 +
Customer Payments Training
 +
 +
<br>
 +
 +
<br> Company:___________________________ Signed:____________________________
 +
 +
Name:___________________ Position:______________ Date: _____________
 +
 +
Trainee to complete: Please tick
 +
 +
1. [ ] Preferences - Do you know where to set the Payment preferences?
 +
 +
2. [ ] Payment 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 you group payments from POS?
 +
 +
5. [ ] AR Grouping - Why would you group payments from Customers/Jobs?
 +
 +
6. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report?
 +
 +
7. [ ] AR Report - Can you open the Accounts Recievable report?
 +
 +
8. [ ] Summary vs Extra Details - Can you view the report in these different modes?
 +
 +
9. [ ] Zoom In - Can you drill into the transactions?
 +
 +
10. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view?
 +
 +
11.[ ] Calender Ageing - How does this change the report view and why is this commonly used?
 +
 +
12.[ ] AR Notes - Can you make notes against a transaction in the AR Report? 
 +
 +
13.[ ] AR To Do's - Can you make a "To Do" from the notes?
 +
 +
14.[ ] Reminders - Can you see that "To Do" in your reminders?
 +
 +
15.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?
 +
 +
16.[ ] Customer Payments - Do you know how to open the Customer Payment form?
 +
 +
17.[ ] Applying Payments - Can you process a Customer Payment?
 +
 +
18.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?
 +
 +
19.[ ] Refund Payments - How do you apply a Refund to an Invoice?
 +
 +
20.[ ] Over Paying an Invoice - How do you pay more against an Invoice?
 +
 +
21.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?
 +
 +
22.[ ] Surcharge - Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?
 +
 +
23.[ ] Undeposited Funds - Why is this account normally used and where would you find the "To Be Deposited" list?
 +
 +
24.[ ] Payment from an Invoice - How do you pay directly from an Invoice?
 +
 +
25.[ ] Prepayments - Do you know what a Customer Prepayment is and how to apply one?
 +
 +
26.[ ] Payment List - Can you open the Payment list?
 +
 +
27.[ ] Double Click Lines - Can you drill into any payment from the list?
 +
 +
28.[ ] Delete a Payment - Can you delete a customer payment?
 +
 +
29.[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"?
 +
 +
30.[ ] Statements - Can you Print a Statement?
 +
 +
31.[ ] Options In the statement screen - Where are your options?
 +
 +
32.[ ] Statement Grouping - Why would you group jobs on statements? 
 +
 +
33.[ ] Statement Templates - Where can you find all the available templates?
 +
 +
34.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template? 
 +
 +
35.[ ] Set Default - How do you select a default statement template?
 +
 +
 +
 +
 +
 +
Notes: Are there any aspects in this area that more training would be useful?
 +
 +
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

Latest revision as of 20:19, 10 December 2014

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. [ ] Payment 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 you group payments from POS?

5. [ ] AR Grouping - Why would you group payments from Customers/Jobs?

6. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report?

7. [ ] AR Report - Can you open the Accounts Recievable report?

8. [ ] Summary vs Extra Details - Can you view the report in these different modes?

9. [ ] Zoom In - Can you drill into the transactions?

10. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view?

11.[ ] Calender Ageing - How does this change the report view and why is this commonly used?

12.[ ] AR Notes - Can you make notes against a transaction in the AR Report?

13.[ ] AR To Do's - Can you make a "To Do" from the notes?

14.[ ] Reminders - Can you see that "To Do" in your reminders?

15.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?

16.[ ] Customer Payments - Do you know how to open the Customer Payment form?

17.[ ] Applying Payments - Can you process a Customer Payment?

18.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?

19.[ ] Refund Payments - How do you apply a Refund to an Invoice?

20.[ ] Over Paying an Invoice - How do you pay more against an Invoice?

21.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?

22.[ ] Surcharge - Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?

23.[ ] Undeposited Funds - Why is this account normally used and where would you find the "To Be Deposited" list?

24.[ ] Payment from an Invoice - How do you pay directly from an Invoice?

25.[ ] Prepayments - Do you know what a Customer Prepayment is and how to apply one?

26.[ ] Payment List - Can you open the Payment list?

27.[ ] Double Click Lines - Can you drill into any payment from the list?

28.[ ] Delete a Payment - Can you delete a customer payment?

29.[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"?

30.[ ] Statements - Can you Print a Statement?

31.[ ] Options In the statement screen - Where are your options?

32.[ ] Statement Grouping - Why would you group jobs on statements?

33.[ ] Statement Templates - Where can you find all the available templates?

34.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?

35.[ ] Set Default - How do you select a default statement template?



Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

Retrieved from "http://trueerp.com/erpwiki/index.php?title=11_Customer_Payments&oldid=5310"