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Sales to Cash (S2C) for Unit4 ERP

Covering all elements of the Unit4 ERP Sales to Cash lifecycle, this half day course will give you an excellent grounding for customer management, enabling you to enhance your internal processing.

Duration: 0.5 Days

Level | Getting Familiar

Covering all elements of the Unit4 ERP Sales to Cash lifecycle, this half day course will give you an excellent grounding for customer management, enabling you to enhance your internal processing.


Administering customers is crucial to all businesses and ensuring that customers pay on time is a constant and frustrating battle for accounts staff.

This course with enable you to understand the sales to cash lifecycle using a range of facilities for efficient customer management, supporting your staff in meeting your time sensitive cash-flow targets.

Learning outcomes

Learn about the elements of the Sales to Cash lifecycle in the Unit4 ERP and where these business processes will be included in the proposed software solution, and which elements will be fulfilled by other, existing systems, manual processes or add-ons.

The objectives of this course are to help you:

  • Understand the Sales to Cash (S2C) workstream.
  • Understand the S2C processes encompassing the activities involved in creation of the customer record, recording and processing orders for these customers, invoicing and the credit control / payment follow-up / debt chasing processes.
Delegate pre-requisites

Familiarisation – Record to Report (R2R) Finance

Some knowledge of Accounts Receivable would be advantageous.

Who is it for?

• AR /SO Clerk
• Credit Controller


Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.

Course Structure

Session 1

Sales to Cash overview

In this session we will discuss the Accounts Receivable process, beginning with the creation of customers, invoicing customers, all the way through to the debt recovery process.

Session 2

Customer Creation and Amendment

In this session you will be given an introduction to the standard customer master file record in the Unit4 ERP.

You will be given an overview on:

• What the customer master file is and its uses for HR
• What information can be captured
• How information can be amended

Session 3

Sales Ordering and Invoicing

In this session you will be shown the process for raising of sales orders / invoices using the Unit4 ERP to understand the different mechanisms by which Sales Orders and Invoices can be raised, the functionality / enhancements within and approval processing:

• Raising sales orders
• Raising free text sales order
• Sales orders in workflow
• How invoices are raised

Session 4

Credit Control

In this session you will be shown the options available for credit control / debt chasing / payment follow-up covering:

• Maintenance of open items
• Payment plans
• Action Overview
• Reminder letters
• Invoice write-offs

Session 5


In this session you will be shown examples of customer reporting for:

• A Statement of Accounts
• Customer Aged Debt
• Open Item per Customer

Premium Education training subscription

Part of the College of Finance

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email enquiries@embridgeconsulting.com

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.


*Interactive workshop with an experience consultant. Select the number of attendees above. Course is delivered virtually and the price is plus VAT. By booking, you agree to our Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.

The training was exceptional and learned so much in a space of 7 hours. The trainer was amazing overall and the pace of the training was relevantly easy to follow.

Places for People Data Migration / Report Writer
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