Amtech Academy

Adding a Customer

Adding a Contact to a Customer

Adding a Tax Region to a Customer

Adding Terms to a Customer

Enabling or Disabling Credit Hold on a Customer

Adding a Prospect

Converting a Prospect to a Customer

Entering an Invoice Payment

Entering a Deposit

Entering a Miscellaneous Cash Receipt

Entering a Credit Memo

Applying a Credit Memo

Correct a Misapplied Payment Amount

Correct a Misapplied Payment to a Customer or Ticket

Looking Up Open Customer Receivables

Looking Up Open Invoice Receivables

Applying a Cash Receipt to a Master Invoice

Apply a Credit Card Payment to a Customer Invoice

Create and Issue a Customer Debit Memo

AR Adjustment to GL for an NSF Check or Bad Debt

Logging Collection Calls

Running a Customer Statement

Various AR Reports Including Aging Reports

Changing the Default Posting Date for Accounting Entries

Accounts Receivable Tips and FAQs

Accounts Receivable Quiz