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Answers=
 
Answers=
 
[[1 Preferences]]
 
[[1 Preferences]]
−
[[2 Accounts]]
+
[[2 Payment Accounts]]
 
[[3 Statement Messages]]
 
[[3 Statement Messages]]
 
[[4 Grouping]]
 
[[4 Grouping]]
 
[[5 A/R Grouping]]
 
[[5 A/R Grouping]]
−
[[6 Statement Grouping]]
+
[[6 Batch Update]]
 
[[7 A/R Report]]
 
[[7 A/R Report]]
−
[[8 Column Name Changing]]
+
[[8 Summary vs Extra Details]]
 
[[9 Zoom In]]
 
[[9 Zoom In]]
−
[[10 A/R Notes]]
+
[[10 Age by Transaction Date]]
−
[[11 Reminders]]
+
[[11 Calendar Ageing]]
 
[[12 Notes for A/R]]
 
[[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 Payment List]]
−
[[27 Staement Templates]]
+
[[27 Double Click Lines]]
−
[[28 Changing Template]]
+
[[28 Delete a Payment]]
−
[[29 Set Default]]
+
[[29 Receive Bulk Payments]]
 +
[[30 Statements]]
 +
[[31 Options In the statement screen]]
 +
[[32 Statement Grouping]]
 +
[[33 Statement Templates]]
 +
[[34 Customising Templates]]
 +
[[35 Set Default]]
  
  
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</menu>  
 
</menu>  
  
−
== Overview ==
+
== Overview ==
  
−
+
Customer Payments Training  
−
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? 
  
−
Company:___________________________      Signed:____________________________
+
13.[ ] AR To Do's - Can you make a "To Do" from the notes?
  
−
Name:___________________    Position:______________     Date: _____________
+
14.[ ] Reminders - Can you see that "To Do" in your reminders?
  
−
Trainee to complete:  Please tick
+
15.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?
  
−
1. [   ] Preferences
+
16.[ ] Customer Payments - Do you know how to open the Customer Payment form?  
−
Do you know where to set the Payment preferences?
+
  
−
2. [   ] Accounts
+
17.[ ] Applying Payments - Can you process a Customer Payment?
−
Why are these typically set as the current defaults?
+
  
−
3. [   ] Statement Messages
+
18.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?  
−
Can you add your own messages for 30, 60, 90 days overdue?
+
  
−
4. [   ] Grouping
+
19.[ ] Refund Payments - How do you apply a Refund to an Invoice?  
−
Why would group payments from POS?
+
  
−
5. [   ] A/R Grouping
+
20.[ ] Over Paying an Invoice - How do you pay more against an Invoice?  
−
Why would group payments from Customers/Jobs?
+
  
−
6. [   ] Statement Grouping
+
21.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?  
−
Why would group jobs on statements?
+
  
−
7. [   ] A/R Report
+
22.[ ] Surcharge - Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?  
−
Can you open the Accounts Recievable report?
+
  
−
8. [   ] Column Name Changing
+
23.[ ] Undeposited Funds - Why is this account normally used and where would you find the "To Be Deposited" list?
−
Do you know how to alter the name of the column within the list?
+
  
−
9. [   ] Zoom In
+
24.[ ] Payment from an Invoice - How do you pay directly from an Invoice?  
−
Can you drill into the transactions?
+
  
−
10.[   ] A/R Notes
+
25.[ ] Prepayments - Do you know what a Customer Prepayment is and how to apply one?  
−
Can you make a "To Do" from the notes?
+
  
−
11.[   ] Reminders
+
26.[ ] Payment List - Can you open the Payment list?  
−
Can you see that "To Do" in your reminders?
+
  
−
12.[   ] Notes for A/R
+
27.[ ] Double Click Lines - Can you drill into any payment from the list?  
−
Can you open the Accounts Receivable Notes Report?
+
  
−
13.[   ] Customer Payments
+
28.[ ] Delete a Payment - Can you delete a customer payment?
−
Do you know how to open the Customer Payment form?
+
  
−
14.[   ] Applying Payments
+
29.[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"?  
−
Do you know how to open the Customer Payment form?
+
  
−
15.[   ] Part Payments
+
30.[ ] Statements - Can you Print a Statement?  
−
Do you understand how to adjust the payment amount within the payment window?
+
  
−
16.[   ] To Be Deposited
+
31.[ ] Options In the statement screen - Where are your options?
−
Do you understand why you would use this function?
+
  
−
17.[   ] Refund Payments
+
32.[ ] Statement Grouping - Why would you group jobs on statements?
−
How do you apply a Refund to an Invoice?
+
  
−
18.[   ] Over Paying an Invoice
+
33.[ ] Statement Templates - Where can you find all the available templates?  
−
How do you pay more against an Invoice?
+
  
−
19.[   ] Payment Discount
+
34.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?
−
How do you apply a discount to an invoice from the payment form?
+
  
−
20.[   ] Payment from an Invoice
+
35.[ ] Set Default - How do you select a default statement template?  
−
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:
+
Notes: Are there any aspects in this area that more training would be useful?  
−
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?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

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