Difference between revisions of "11 Customer Payments"

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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?

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