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. [ ] 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?

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