Resources

    NetSuite Financials Training: Accounts Receivable - Part 1

    Duration: 4 hours

    • Cash Sales
      • Entering a Cash Sale
      • Printing a Cash Sales Receipt
      • Refunding a Cash Sale
      • Approving Cash Sales that Have a Payment Hold
      • Managing Un-deposited Cash Sales
    • Billing
      • Customer Billing Overview
      • Invoices versus Cash Sales
      • Statement Charges
      • Using Billing Classes
      • Using Consolidated Billing
      • Creating & Using Payment Terms
      • Remittance Forms
    • Invoicing
      • Global Invoicing Preferences
      • Custom Workflow Based Invoice Approval
      • Creating an Invoice
      • Using Billing Operations
      • Billing or Invoicing a Sales Order
      • Invoicing Billable Customers
      • Customer Statements
    • Customer Deposits
      • Customer Deposits Workflow Chart
      • Recording a Customer Deposit
      • Applying a Customer Deposit
      • Issue Refunds for Customer Deposits
    • Payment Processing Options
      • Customer Credit Card Processing
      • ACH Processing
      • Alternative Non-Credit Card Payment Methods for Web Store Orders
      • PayPal Express Checkout
      • Online Bill Pay
    • Customer Payments
      • Customer Payments Process Overview
      • Consolidated Payments
      • Applying a Payment on the Customer Payment Page
      • Applying a Payment on an Invoice
      • Creating a Payment Method
      • Correcting Payments to Invoices
      • Removing Credits from Deleted Customer Payments
      • Payment Receipts
      • Allowing Customers to Pay Online
      • Approving Customer Payments
      • Managing Un-deposited Customer Payments
      • Handling Returned/NSF Checks
    • Customer Credits and Refunds
      • Issuing a Customer Credit Memo
      • Crediting an Authorized Customer Return
      • Applying a Customer Credit Memo
      • Refunding an Authorized Customer Return
      • Refunding an Open Balance

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