Difference between revisions of "11 Customer Payments"
From TrueERP wiki
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[[24 Payment from an Invoice]] | [[24 Payment from an Invoice]] | ||
[[25 Prepayment]] | [[25 Prepayment]] | ||
| − | [[26 | + | [[26 Payment List]] |
[[27 Double Click Lines]] | [[27 Double Click Lines]] | ||
[[28 Delete a Payment]] | [[28 Delete a Payment]] | ||
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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