Accounts Receivable

🗓️ Time / Location

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

👤 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

Engage Billing

Seeing Invoices
Payments

Statements

Generating a Statement
Printing Statements

Accounts Receivable Reports

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