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Software and services for the radio industry.

Accounts Receivable

Modified: 2017/08/18 15:24 by EricCrocker - Uncategorized
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Accounts Receivable

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WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

Accounts Receivable can be accessed directly from the Dashboard.

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Layout

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This window has many different features, A Main menu with context menus, Two panes; The left pane is the Customer pane, and the right pane has the Transaction Tab and Statement Tab.

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Main Menu

  • File
    • Print - Prints the existing visible list.
    • Print Preview - Print previews the existing visible list.
    • Close - Closes the window.
  • View
    • Archived - Persistent checkmark to show/hide archived customer.
    • Trashed - Persistent checkmark to show/hide Trashed customer.
    • Reset - To reset the layout to base settings.
    • Refresh I Refreshed the page.
  • Tools
    • Batch Print Invoices - Opens the Print Invoices Window
  • Reports
    • Payment - Opens up a Payment Report.

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Customer Pane

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On the left hand side (Yellow square) you have the customer pane.

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Columns

Standard

  • Customer - See customer.
  • Balance - the customers balance.

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Context Menu

  • New - Opens up a new customer window
  • Open - Opens up the customer window you selected.
  • Trash - Trash a customer. (Note: Only accessible if the customer has a zero balance.)

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Hot keys





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Transaction Tab

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On the right hand side you have the transaction tab window. Left Click to select the transaction you want.

Right clicking on any transaction that involves a payment or adjustment will give you two options:
  • Open -Opens up the invoice you selected.
  • Trash - Trash a transaction.

Right clicking on a transaction that is still an invoice will give you the five options:
  • Open -Opens up the pending invoice you selected.
  • Finalize - a transaction.
  • View Contract -Opens up the Contracts.
  • Print - Prints the invoice.
  • Print Preview - previews the invoice.

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Columns

Standard

  • Date - Date of transaction.
  • Transaction -Type of transaction.
  • Status - The current status of the invoice.
  • Invoice - The Invoice number.
  • Station - The Station that the invoice belongs.
  • Sales Person - The SalesPerson entered on the Contract.
  • Debit - A debit amount (if any) left on the invoice.
  • Credit - A credit amount (if any) added to the invoice.
  • Balance - what is the change to the invoice after a credit or debit.

Additional

  • Agency - See Agency.
  • Applied to - Shows Invoice # to the invoice that received the Payment
  • Comment - will show a comment if one was added to the transaction from the Payment or adjustment windows.
  • End Date - The Contract effective end date (determined based on the Contract line items).
  • Estimate # - The estimate number entered on the Contract.
  • Invoice Type - The target Invoice type configured for the Contract.
  • Product - The product entered on the Contract.
  • Revenue Source - The RevenueSource entered on the Contract.
  • Revenue Type - The RevenueType entered on the Contract.
  • Start Date - The Contract effective start date (determined based on the Contract line items).
  • YYYY-MM-Shows the year and month of transaction

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Context Menu

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Hot keys



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Statement Tab

The Statement tab shows you the Invoices, Payments, Adjustments and Totals for 0-30,31-60,61-90, 91-120 and over 120 days.

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You can select the date through the Date Dropdown. You can Print Statements with the Print Statement button.

EC If you don't see the Print Statement button try and widen the entire window

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Add Payment

The Add Payment button is located in the bottom right portion of the A/R window.

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Transaction

This is the button you will use to add a payment to the transaction you have highlighted.

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Customer

If you want to apply a payment to the customer you need to have the Customer highlighted in the Customer pane on the right hand side of A/R.

See Payment.

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Add Adjustment

The Add Adjustment button is located in the bottom right portion of the A/R window.

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Transaction

This is the button you will use to add an adjustment to the transaction you have highlighted.

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Customer

If you want to apply an Adjustment to the customer you need to have the Customer highlighted in the Customer pane on the right hand side of A/R.

See Adjustment.





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Batch Print Invoices

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Columns

Standard

Additional

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Context Menu



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Hot keys





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FAQ

TODO

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Additional Information

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Table of Contents [Hide/Show]


Accounts Receivable
      Layout
   Main Menu
   Customer Pane
      Columns
      Context Menu
      Hot keys
   Transaction Tab
      Columns
      Context Menu
      Hot keys
   Statement Tab
      Add Payment
      Transaction
      Customer
   Add Adjustment
      Transaction
      Customer
   Batch Print Invoices
      Columns
      Context Menu
      Hot keys
FAQ
Additional Information