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How to use the AR Manager Screen

In this article we'll be doing an overview of the AR Manager screen and its many uses.

 

This screen is part of the Full Accounting Module, and will not appear on users that do not have that license.

 
 
The AR Manager screen is where you can process receipt payments from your customers for use in our Full Accounting module. Some of the screens available in the AR Manager screen are:
  1. Outstanding Invoices: This is where you will process any invoices still outstanding, as well as review the amounts outstanding and roughly how long they have been unpaid.
  2. WIP Miscellaneous Sales: On this screen you can go back to a miscellaneous invoice and continue to edit and then finalize the invoice for non-repair/parts related services.
  3. Bank Deposits: Here you can deposit the funds you have received on the Outstanding Invoices screen. This will complete your transaction, and allow you to process your Bank Reconciliation in the future.
  4. Receipt Credits: Sometimes, customers may pay more than a repair job or part is worth and incur a receipt credit. On this screen, you can see what credits your customers have, then click on Use Credit to use them to partially or totally pay off any invoices that customer has outstanding. You can also move a credit from the customer to another, if you need to.
  5. AR History: Here you can find previously received payments, and invoices. You can also delete the customer invoices or reverse the payments on this screen.
As well as these tabs, there are some convenient options under the Things To Do list on the left side of the screen. You can:
  1. Add a Customer, rather than going to the Customer module under Administration, this can be done from here.
  2. Create a Receipt: If you don't want to look through the list of Outstanding Invoices, you can create a receipt for a customer from here.
  3. Create a Receipt Refund: If a customer overpays you or is getting a refund for their goods or services for any reason, you can process that here.
  4. Generate Recurring Invoices: Generate miscellaneous invoices for customers that re-occur on a regular basis, such as for parking fees in your lot. 
  5. Initialize AR: Generally this is only done once, when you first sign up for full accounting, but this can be used for adding outside invoices from places other than EMDECS so that you can receive payments on them using the Outstanding Invoices screen.
  6. Email Overdue Invoice Reminders: Email out any customer who have email contacts set up in the system to remind them to pay their overdue invoices.