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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