Difference between revisions of "11 Customer Payments"
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[[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 | + | [[6 Batch Update]] |
[[7 A/R Report]] | [[7 A/R Report]] | ||
| − | [[8 | + | [[8 Summary vs Extra Details]] |
[[9 Zoom In]] | [[9 Zoom In]] | ||
| − | [[10 | + | [[10 Age by Transaction Date]] |
| − | [[11 | + | [[11 Calendar Ageing]] |
[[12 Notes for A/R]] | [[12 Notes for A/R]] | ||
| − | [[13 | + | [[13 AR To Do's]] |
| − | [[14 | + | [[14 Reminders]] |
| − | [[15 | + | [[15 AR Notes Report]] |
| − | [[16 | + | [[16 Customer Payments]] |
| − | [[17 | + | [[17 Applying Payments]] |
| − | [[18 | + | [[18 Part Payments]] |
| − | [[19 | + | [[19 Refund Payments]] |
| − | [[20 | + | [[20 OverPaying an Invoice]] |
| − | [[21 | + | [[21 Payment Discount]] |
| − | [[22 Payment List]] | + | [[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]] | ||
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4. [ ] Grouping - Why would you group payments from POS? | 4. [ ] Grouping - Why would you group payments from POS? | ||
| − | 5. [ ] | + | 5. [ ] AR Grouping - Why would you group payments from Customers/Jobs? |
| − | 6. [ ] | + | 6. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report? |
| − | 7. [ ] | + | 7. [ ] AR Report - Can you open the Accounts Recievable report? |
| − | 8. [ ] | + | 8. [ ] Summary vs Extra Details - Can you view the report in these different modes? |
| − | 9. [ ] | + | 9. [ ] Zoom In - Can you drill into the transactions? |
| − | 10. [ ] | + | 10. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view? |
| − | 11 | + | 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? | |
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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