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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]]
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[[8 Summary vs Extra Details]]
 
[[9 Zoom In]]
 
[[9 Zoom In]]
[[10 A/R Notes]]
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[[10 Age by Transaction Date]]
[[11 Reminders]]
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[[11 Calendar Ageing]]
 
[[12 Notes for A/R]]
 
[[12 Notes for A/R]]
[[13 Customer Payments]]
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[[13 AR To Do's]]
[[14 Applying Payments]]
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[[14 Reminders]]
[[15 Part Payments]]
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[[15 AR Notes Report]]
[[16 To Be Deposited]]
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[[16 Customer Payments]]
[[17 Refund Payments]]
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[[17 Applying Payments]]
[[18 Over Paying an Invoice]]
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[[18 Part Payments]]
[[19 Payment Discount]]
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[[19 Refund Payments]]
[[20 Paying From an Invoice]]
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[[20 OverPaying an Invoice]]
[[21 Prepayments]]
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[[21 Payment Discount]]
[[22 Payment List]]
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[[22 Surcharge]]
[[23 Double Click Lines]]
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[[23 Undeposited Funds]]
[[24 Receive Bulk Payments]]
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[[24 Payment from an Invoice]]
[[25 Statements]]
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[[25 Prepayment]]
[[26 Options]]
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[[26 Payment List]]
[[27 Staement Templates]]
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[[27 Double Click Lines]]
[[28 Changing Template]]
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[[28 Delete a Payment]]
[[29 Set Default]]
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[[29 Receive Bulk Payments]]
 +
[[30 Statements]]
 +
[[31 Options In the statement screen]]
 +
[[32 Statement Grouping]]
 +
[[33 Statement Templates]]
 +
[[34 Customising Templates]]
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[[35 Set Default]]
  
  
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4. [ ] Grouping - Why would you group payments from POS?  
 
4. [ ] Grouping - Why would you group payments from POS?  
  
5. [ ] EFT - Do you want all Supplier Payments to automaticaly load for EFT?
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5. [ ] AR Grouping - Why would you group payments from Customers/Jobs?  
  
6. [ ] 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. [ ] 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. [ ] AR Report - Can you open the Accounts Recievable report?  
+
8. [ ] Summary vs Extra Details - Can you view the report in these different modes?
  
9. [ ] Summary vs Extra Details - Can you view the report in these different modes?
+
9. [ ] Zoom In - Can you drill into the transactions?  
  
10. [ ] 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. [ ] 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.[ ] Calender Ageing - How does this change the report view and why is this commonly used?
+
 
   
 
   
13.[ ] AR Notes - Can you make notes against a transaction in the AR Report?   
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12.[ ] AR Notes - Can you make notes against a transaction in the AR Report?   
  
14.[ ] AR To Do's - Can you make a "To Do" from the notes?  
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13.[ ] AR To Do's - Can you make a "To Do" from the notes?  
  
15.[ ] Reminders - Can you see that "To Do" in your reminders?  
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14.[ ] Reminders - Can you see that "To Do" in your reminders?  
  
16.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?  
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15.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?  
  
17.[ ] Customer Payments - Do you know how to open the Customer Payment form?  
+
16.[ ] Customer Payments - Do you know how to open the Customer Payment form?  
  
18.[ ] Applying Payments - Can you process a Customer Payment?
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17.[ ] Applying Payments - Can you process a Customer Payment?
  
19.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?  
+
18.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?  
  
20.[ ] Refund Payments - How do you apply a Refund to an Invoice?  
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19.[ ] Refund Payments - How do you apply a Refund to an Invoice?  
  
21.[ ] Over Paying an Invoice - How do you pay more against an Invoice?  
+
20.[ ] Over Paying an Invoice - How do you pay more against an Invoice?  
  
22.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?  
+
21.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?  
  
23.[ ] Surcharge - Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?  
+
22.[ ] Surcharge - Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?  
  
24.[ ] Undeposited Funds - Why is this account normally used and where would you find the "To Be Deposited" list?
+
23.[ ] Undeposited Funds - Why is this account normally used and where would you find the "To Be Deposited" list?
  
25.[ ] Payment from an Invoice - How do you pay directly from an Invoice?  
+
24.[ ] Payment from an Invoice - How do you pay directly from an Invoice?  
  
26.[ ] Prepayments - Do you know what a Customer Prepayment is and how to apply one?  
+
25.[ ] Prepayments - Do you know what a Customer Prepayment is and how to apply one?  
  
27.[ ] Payment List - Can you open the Payment list?  
+
26.[ ] Payment List - Can you open the Payment list?  
  
28.[ ] Double Click Lines - Can you drill into any payment from the list?  
+
27.[ ] Double Click Lines - Can you drill into any payment from the list?  
  
29.[ ] Delete a Payment - Can you delete a customer payment?
+
28.[ ] Delete a Payment - Can you delete a customer payment?
  
30.[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"?  
+
29.[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"?  
  
25.[ ] Statements - Can you Print a Statement?  
+
30.[ ] Statements - Can you Print a Statement?  
  
26.[ ] Options In the statement screen - Where are your options?
+
31.[ ] Options In the statement screen - Where are your options?
  
27. [ ] Statement Grouping - Why would you group jobs on statements?   
+
32.[ ] Statement Grouping - Why would you group jobs on statements?   
  
28.[ ] Statement Templates - Where can you find all the available templates?  
+
33.[ ] Statement Templates - Where can you find all the available templates?  
  
29.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?   
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34.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?   
  
30.[ ] Set Default - How do you select a default statement template?  
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35.[ ] Set Default - How do you select a default statement template?  
  
  

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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