This course is designed to provide you with a comprehensive overview of Accounting Seed’s Cash In functionality. The lesson areas covered in this course include Billing Customers, Recognizing Revenue, Managing Accounts Receivable, Receiving Cash, applying Customer Credit Memos and Returns, and Credit Card Setup.
Lesson 3: Manage Accounts Receivable
In this lesson we will cover how to Email Billings and customize Billing Formats in Accounting Seed. We will also review how to generate AR Aging Reports and Customer Statements in the application.
Email Billings and Billing Formats
In this training, we will cover how to edit an existing PDF Billing format, customize a PDF Email Template, generate and email Billings as a PDF.
AR Aging and Customer Statements
In this training, we will explore both the Billing Aging by Customer Current and Historical reports and review the graphing functionality available. In addition, we will review how to run customer Outstanding and Activity Statements.