Difference between revisions of "11 Customer Payments"
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1. [ ] Preferences - Do you know where to set the Payment preferences? | 1. [ ] Preferences - Do you know where to set the Payment preferences? | ||
| − | 2. [ ] Accounts - Why are these typically set as the current defaults? | + | 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? | 3. [ ] Statement Messages - Can you add your own messages for 30, 60, 90 days overdue? | ||
| − | 4. [ ] Grouping - Why would group payments from POS? | + | 4. [ ] Grouping - Why would you group payments from POS? |
| − | 5. [ ] | + | 5. [ ] EFT - Do you want all Supplier Payments to automaticaly load for EFT? |
| − | 6. [ ] | + | 6. [ ] AR Grouping - Why would you group payments from Customers/Jobs? |
| − | 7. [ ] | + | 7. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report? |
| − | 8. [ ] | + | 8. [ ] AR Report - Can you open the Accounts Recievable report? |
| − | 9. [ ] | + | 9. [ ] Summary vs Extra Details - Can you view the report in these different modes? |
| − | 10.[ ] | + | 10. [ ] Zoom In - Can you drill into the transactions? |
| − | 11.[ ] | + | 11. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view? |
| − | 12.[ ] Notes | + | 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? | ||
| − | + | 14.[ ] AR To Do's - Can you make a "To Do" from the notes? | |
| − | + | 15.[ ] Reminders - Can you see that "To Do" in your reminders? | |
| − | + | 16.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report? | |
| − | + | 17.[ ] Customer Payments - Do you know how to open the Customer Payment form? | |
| − | + | 18.[ ] Applying Payments - Can you process a Customer Payment? | |
| − | + | 19.[ ] 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? | |
| − | + | 21.[ ] 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? | |
| − | + | 23.[ ] 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? | |
| − | + | 25.[ ] 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? | ||
| + | |||
| + | 27.[ ] Payment List - Can you open the Payment list? | ||
| + | |||
| + | 28.[ ] Double Click Lines - Can you drill into any payment from the list? | ||
| + | |||
| + | 29.[ ] Delete a Payment - Can you delete a customer payment? | ||
| + | |||
| + | 30.[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"? | ||
25.[ ] Statements - Can you Print a Statement? | 25.[ ] Statements - Can you Print a Statement? | ||
| − | 26.[ ] Options In the statement screen - Where are your options? | + | 26.[ ] Options In the statement screen - Where are your options? |
| + | |||
| + | 6. [ ] Statement Grouping - Why would you group jobs on statements? | ||
27.[ ] Statement Templates - Where can you find all the available templates? | 27.[ ] Statement Templates - Where can you find all the available templates? | ||
| − | 28.[ ] | + | 28.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template? |
29.[ ] Set Default - How do you select a default statement template? | 29.[ ] Set Default - How do you select a default statement template? | ||
| + | |||
| + | |||
Revision as of 15:49, 20 November 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. [ ] EFT - Do you want all Supplier Payments to automaticaly load for EFT?
6. [ ] AR Grouping - Why would you group payments from Customers/Jobs?
7. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report?
8. [ ] AR Report - Can you open the Accounts Recievable report?
9. [ ] Summary vs Extra Details - Can you view the report in these different modes?
10. [ ] Zoom In - Can you drill into the transactions?
11. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view?
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?
14.[ ] AR To Do's - Can you make a "To Do" from the notes?
15.[ ] Reminders - Can you see that "To Do" in your reminders?
16.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?
17.[ ] Customer Payments - Do you know how to open the Customer Payment form?
18.[ ] Applying Payments - Can you process a Customer Payment?
19.[ ] 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?
21.[ ] 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?
23.[ ] 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?
25.[ ] 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?
27.[ ] Payment List - Can you open the Payment list?
28.[ ] Double Click Lines - Can you drill into any payment from the list?
29.[ ] Delete a Payment - Can you delete a customer payment?
30.[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"?
25.[ ] Statements - Can you Print a Statement?
26.[ ] Options In the statement screen - Where are your options?
6. [ ] Statement Grouping - Why would you group jobs on statements?
27.[ ] Statement Templates - Where can you find all the available templates?
28.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?
29.[ ] Set Default - How do you select a default statement template?
Notes: Are there any aspects in this area that more training would be useful?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
