11 Customer PaymentsEnglishالعربيةfrançaisTagalogहिन्दी

• Answers

1 Preferences 2 Accounts 3 Statement Messages 4 Grouping 5 A/R Grouping 6 Statement Grouping 7 A/R Report 8 Column Name Changing 9 Zoom In 10 A/R Notes 11 Reminders 12 Notes for A/R 13 Customer Payments 14 Applying Payments 15 Part Payments 16 To Be Deposited 17 Refund Payments 18 Over Paying an Invoice 19 Payment Discount 20 Paying From an Invoice 21 Prepayments 22 Payment List 23 Double Click Lines 24 Receive Bulk Payments 25 Statements 26 Options 27 Staement Templates 28 Changing Template 29 Set Default

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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