Accounts Receivable
The Accounts Receivable module in Acumatica ERP allows you to enter customer invoices, send customer statements, collect and apply payments, verify customer balances, track sales commissions, and deliver customer reports.
AR Setup
- Accounts Receivable Overview (video above)
- Adding General Ledger Accounts
- Defining a Statement Cycle
- Creating a Customer Class
- Configuring the AR Module
- Creating a Customer
- Defining the Base Price of a Non-Stock Item
AR Process
- AR Process Overview
- Creating an Invoice
- Releasing an Invoice
- Printing an Invoice
- Entering a Payment
- Releasing a Payment
- Applying a Payment to an Invoice
- Reconciling Customer Balances with GL Accounts
- Closing the Financial Period
- Preparing a Statement
- Printing a Statement