Manual:Accounts Receivable: Difference between revisions

==Accounts Receivable==

===Sales Order===

:# Order From / Ship To (Ship To defaults to Ordered By, but can be edited)

:# Cust PO – enter customer PO if they have one

:# Purchase Order Lines – enter the purchase order line items and update as needed

:# Enter credit card information, if any or check C.O.D

::* Create AR Invoice – click to create invoice for displayed order

::* Create PO – creates a purchase order for vendor

::* Print Label – creates shipping label

::* Create Pick List – creates pick list that can be printed to pick order for shipment

::* Displays list and status of open orders

::** Green = in stock

===Inventory Receipt===

===Invoice Screen===

- '''Menu Location:'''  AR / Invoice

::* Create RMA - for returns a new order is created with a negative quantity to put item back into inventory

::* Single Print – Reprints invoice

::* Packing Slip – prints packing slip for shipment

::1. Click Add

::2. Enter Bill To company

===Email AR Invoices===

::1. Search and select Company

::2. Click the Addresses Tab

::4. Click Save

 

::1. Search and select the Invoice you want to email

::2. Click the “Send Email” button  at the right

::6. Click Send

:'''Menu Location:'''  AR / Email Invoice Utility

Note:  One-time setup per customer is required (see Invoice Email Setup above)

If there are several invoices for a company, invoices will be combined into one .PDF file and one email will be sent to the company.

:- '''Menu Location:'''  AR / Pay AR Invoice

::1. Select Company

===Enter an Invoice===

:- '''Menu Location:'''  AR / Invoice (the last invoice entered is displayed)

::# Enter Ship To Company if different from Bill To Company

===Create an Invoice from an Existing Quote===