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Creating Customer AR Transactions Items
Annie provides a breakdown of Accounts Receivable (AR) management and how to record and apply payments, credit memos, debit memos, and checks. She covers the difference of payment types in driving bank deposits, how to handle finance fees so that customer accounts reflect the full credit while accounting for bank charges, and why to avoid applying payments across different fiscal years to keep your totals accurate.
Creating a New Booking
This video will guide you through the booking lifecycle and the different ways to initiate an order. You’ll see how the system pulls in zone-based pricing and licensing requirements based on whether you’ve assigned a dealer or an end-user grower to the sale. We’ll also cover managing split-AR billing between customers, overriding early-pay discounts, and using the “Complete Sale” feature to jump straight from booking to shipping on the same day.
A Deposit Process Walk-Through
We’ll show you the deposit process so you can clear out those pending payments and keep your books tidy. You’ll see how to pull up a list of every payment waiting to be deposited, then filter and sort them to match your bank records. We’ll also show some handy shortcuts in the Hamburger Menu, like printing your transaction lists or even creating a new customer payment on the fly before you hit save.
Setting Up a New Customer
Annie provides a walk through of the customer profiles, from initial data entry to year-over-year financial tracking. You’ll learn the technical requirements for creating a new customer, such as assigning price types that automate future discounts and commissions, as well as setting up corporate billing hierarchies, managing document attachments, and using the “hamburger menu” to transfer customer balances between fiscal years.
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