Procedures

You can add comments and aging columns when you work with accounts receivable.

Related Topics:

  • Select Client Records
    When you read, add, edit, or delete AR comments, you first select a client record.
  • View Invoice Detail
    You can view invoice details, such as the date and amount of the most recent payment received for an invoice.
  • Preview an Invoice
    If you created an invoice in Billing, you can preview the invoice from the Invoice Review form. You can only preview invoices for which an invoice is on file.
  • Define Aging Columns
    You specify the aging columns that you want to display along the top of the Aged Accounts Receivable grid.
  • Review AR Comments
    You can review existing Accounts Receivable comments at any time.
  • Add New AR Comments
    You can add comments for an invoice.
  • Edit AR Comments
    You can edit existing Accounts Receivable comments.
  • Delete AR Comments
    You can remove existing comments about an invoice.
Parent Topic: Accounts Receivable Overview