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Module Training: AR - Accounts Recievable

On this page find notes for:
Accounts Receivable Training Document (AR101)
Anchor 1
Accounts Receivable Training Document (AR101)

In this lesson you will learn about using the Accredo system. This lesson follows on from the Accredo – Invoicing lesson.


After completing this lesson you will be able to:

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  • Process Receipts

  • Allocate Transactions

  • Generate Overdue Interest

  • Correct Mistakes

  • Run Useful Reports

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Training Notes
Accounts Receivable Training Document (AR101)

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Anchor 2
Interest - Number of Periods overdue Calc (AR102)
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Training Notes
Interest - Number of Periods overdue Calc (AR102)

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Anchor 3
How to Allocate a Customer Payment (How10)
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Training Notes
How to Allocate a Customer Payment (How10)

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Anchor 4
How to Convert a Quote to an Invoice (How11)
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Training Notes
How to Convert a Quote to an Invoice (How11)

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Anchor 16
How to Correct AR Mistakes (How12)
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Training Notes
How to Correct AR Mistakes (How12)

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How to Create a Customer Invoice Credit Standing Invoice or Quote (How13)
Anchor 17
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Training Notes
How to Create a Customer Invoice Credit Standing Invoice or Quote (How13)

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Anchor 5
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Training Notes
How to Create a Customer Invoice in AR (How14)

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Anchor 6
How to Create an Order from a Quote (How15)
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Training Notes
How to Create an Order from a Quote (How15)

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Anchor 7
How to Create Backorders (How16)
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Training Notes
How to Create Backorders (How16)

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Anchor 8
How to Find a Customer Invoice in AR (How17) 
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Training Notes
How to Find a Customer Invoice in AR (How17) 

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Anchor 9
How to Generate Overdue Interest (How18)
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Training Notes
How to Generate Overdue Interest (How18)

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Anchor 10
How to Post a Customer Invoice (How19)
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Training Notes
How to Post a Customer Invoice (How19)

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Anchor 11
How to Print Email Customer Statements (How20)
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Training Notes
How to Print Email Customer Statements (How20)

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Anchor 12
How to Print or Email a Customer Invoice (How21)
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Training Notes
How to Print or Email a Customer Invoice (How21)

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Anchor 13
How to Receipt a Customer Payment (How22)
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Training Notes
How to Receipt a Customer Payment (How22)

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Anchor 14
How to Reprice an Invoice (How23)
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Training Notes
How to Reprice an Invoice (How23)

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Anchor 15
How to set up a Customer in AR (How24)
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Training Notes
How to set up a Customer in AR (How24)

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