Account Receivables Module
Account receivable is where you will capture all payments made by customers when purchasing your product or service. This could be advance payments, payment...
Tue, 10 Jul, 2018 at 2:12 PM
This field, shows the total amount that your customers owe, that is, the sum of all accounts receivable that are due when the payment date indicated in the...
Tue, 10 Jul, 2018 at 2:21 PM
That is the number of payments that are past due, it is directly related to amount currently due. NOTE: A customer might have more than 1 past due ...
Tue, 10 Jul, 2018 at 2:26 PM
You have 4 filters on account receivable listings: a) All - It displays all due, paid or credit notes b) Credit Notes – It displays ONLY credit note...
Tue, 10 Jul, 2018 at 3:27 PM
This column indicates the total amount customer owes to the business. The amount refers to the total amount not received, whether due or future payment. Exa...
Tue, 10 Jul, 2018 at 3:35 PM
This column shows the percentage that the customer has paid on the total amount of the sale. Example: If John bought $ 1,000 (100% of the sale) and made a p...
Tue, 10 Jul, 2018 at 3:37 PM
With this botton you can review the contract information.
Tue, 10 Jul, 2018 at 4:30 PM
This column displays the current status of each payment: Normal: The client is up to date on his payments but has not covered 100% Due: The client i...
Tue, 10 Jul, 2018 at 3:41 PM
Next, you'll find 2 methods to capture a payment: IMPORTANT!! Once a payment is selected as "CAPTURED"you will not be able to make any mo...
Tue, 10 Jul, 2018 at 4:46 PM
When a payment is past due you will be offered the option to send a payment reminder to the client email. Just click on “Send Payment Notification”. If y...
Tue, 10 Jul, 2018 at 3:44 PM