11 Customer Payments
From TrueERP wiki
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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