Customers & Sales / Accounts Receivable (AR) 

Covering Sales overview and AR.  Setup: products, raise sales orders (desktop & web) & invoicing, free-text invoicing, credit notes, workflow intro and supporting enquiries.  For AR: Customers, free-text and posting customer invoices and credit notes, matching, credit control/payment follow-up, record payments and reversals 

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Duration : 2 days

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AR-training-course

Course content…

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Chapter 1 : Introduction to Sales To Cash

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Chapter 3 : Product Creation

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Chapter 5 : Sales Order

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Chapter 7 : Credit Notes

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Chapter 9 : Credit Control

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Chapter 2 : Customer Creation and Amendment

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Chapter 4 : Subscription

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Chapter 6 : Invoicing

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Chapter 8 : Payments

Testimonials

Excellent training course; good manual and exercise book provided at the course

Excellent training provided; training manuals provided are to a very high standard.

The course gave me a clearer understanding of the background to the system and the way it works.

Trainer was an excellent. Very patient.

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