Accounts Receivable

2:40

Import customers

Shows how to import customers using a CSV template.

3:23

Add a customer

Shows how to add a new customer to Accounts Receivable.

3:36

Receive a payment

A walk through of how to receive a payment.

4:15

Receive a payment to multiple customers

A walk through of how to receive a payment to multiple customers.

4:40

Receive a payment with a credit

A walk through of how to receive a payment with a credit.

5:45

Receive a payment to undeposited funds

Shows how to receive a payment to undeposited funds, and then deposit those undeposited funds.

3:19

Apply a discount to a payment

Shows how receive a payment and apply a discount.

2:19

Add an invoice

Shows how to create an invoice in Accounts Receivable.

3:00

Create an AR adjustment

Shows how to create an adjustment in Accounts Receivable.

2:52

Select invoices for print or email

Shows how to print or email a customer invoice in Accounts Receivable.

4:27

Print or email customer statements

Shows how to print or email customer statements in Accounts Receivable.

3:10

Process a customer refund

Shows how to process a refund in Accounts Receivable.