Difference between revisions of "11 Customer Payments"

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Revision as of 11:30, 9 September 2011

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. [ ] 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 group payments from POS?

5. [ ] A/R Grouping - Why would group payments from Customers/Jobs?

6. [ ] Statement Grouping - Why would group jobs on statements?

7. [ ] A/R Report - Can you open the Accounts Recievable report?

8. [ ] Column Name Changing - Do you know how to alter the name of the column within the list?

9. [ ] Zoom In - Can you drill into the transactions?

10.[ ] A/R Notes - Can you make a "To Do" from the notes?

11.[ ] Reminders - Can you see that "To Do" in your reminders?

12.[ ] Notes for A/R - Can you open the Accounts Receivable Notes Report?

13.[ ] Customer Payments - Do you know how to open the Customer Payment form?

14.[ ] Applying Payments - Do you know how to open the Customer Payment form?

15.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?

16.[ ] To Be Deposited - Do you understand why you would use this function?

17.[ ] Refund Payments - How do you apply a Refund to an Invoice?

18.[ ] Over Paying an Invoice - How do you pay more against an Invoice?

19.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?

20.[ ] Payment from an Invoice - 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: Are there any aspects in this area that more training would be useful?

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