Accounts Receivable
User guide for the AR module
By Geoff and 1 other2 authors10 articles
- AR AgingThe AR Aging report breaks down the amount outstanding in issued Invoices for each Customer.
- InvoicesCreate, issue, edit, and manage Invoices in Accounts Receivable within SoftLedger from here:
- Invoice Line Item DetailsAll line items for AR Invoices
- Invoice DetailDetails per individual AR Invoice
- AR CreditsAR Credits are used as standalone documents to reduce the Revenue received from a Customer.
- CustomersCreate and manage customers in AR in softledger
- AR Invoices Excel Bulk UploadBring Invoices into SoftLedger in bulk, through adding Invoices details into a bulk excel template.
- Customer DetailCustomer center for all details about a Customer object in softledger
- Send and Download Customer Statement of Account in ARGet a current statement of account for a customer to send via PDF in email
- Direct Payments (AR)Record money received on an invoice directly against that invoice — in a single step, without creating a separate cash receipt.