Accounts Receivable

  • Web Payment

    Web Payment is a feature which allows a back-office user to pay an invoice or order on behalf of a client instead of sending an email link or login...

  • Accounts Receivable Configuration Screen - Advanced Tab

    You use the Accounts Receivable Configuration screen to configure system behavior for Accounts Receivable. Typically, this information is configure...

  • Accounts Receivable Configuration Screen - Credit Card Processing Tab

    You use the Accounts Receivable Configuration screen to configure system behavior for Accounts Receivable. Typically, this information is configure...

  • Accounts Receivable Access Privileges

    You use access privileges to control the information roles/users can add, edit, delete or view. You use access privileges in conjunction wit...

  • Receivable Transaction Types

    Receivable transaction types define every type of transaction that is entered from every source (module) using every method into accounts receivabl...

  • Transaction Methods

    Transaction methods are the way someone provides payment. For example, credit card, check, etc. They are used with receivable transaction types to ...

  • Transaction Groups

    Transaction groups are a way to categorize receivable transaction types. For example, adjustment, cash/check, credit card, etc. They are used with ...

  • Customer Terms

    You can assign customer terms to an account on the A/R Demographics screen. These terms are used to determine the due date for an invoice. If you u...

  • Finance Charges

    You can configure finance charges so you can collect interest on late receivables. Configure Finance Charge Rates Finance charges are calculated on...

  • Clear Credit Card Information

    You can use the Clear Credit Card Information utility to completely remove all credit card information or remove credit card information for transa...

  • AR Security Control for Accounts and Contacts

    You can use AR security control to define which roles/users can access particular accounts and contacts. AR security control is designed to accommo...