Accounts Receivable

🗓️ Time / Location

Wednesday, Sep 24 | 8:15 - 9:30

Bluegrass A

👤 Trainer

Jennifer Nelson

📄 Class Topics

Setting Up Account Numbers in Accounting

Customers

• Creating New Customers

• Setting up Recurring Invoices

• Linking Individuals for online Engage payments

Accounts Receivable Invoices

• Creating New Invoices

• Creating Recurring Invoices

• Accruing Invoices

Payments

• Creating New Payments

• Posting Payments

Engage Billing

• Seeing Invoices

• Payments

Statements

• Generating a Statement

• Printing Statements

Accounts Receivable Reports

📁 Related Resources

For other resources and related articles over Accounts Receivable, check out the Accounts Receivable section in the CDM+ Help Center.