When first going into accounts receivable the aged list will be shown. This list can be sorted and filtered.
Add – Adds an AR entry.
View Receivables – Opens the receivables records for the selected customer.
Apply Finance Charges – Applies finance charges to the selected customers. This relies on the finance charge rate being set in Company Settings/Accounts Receivable/Monthly Interest Rate (%) and a setting on each Customer/Billing/Apply finance charges.
Batch – Creates a batch of receivables for later posting. See this link for full description.
Refresh – Refreshes the AR list for any new transactions added by another user on the network.
Filters – Sets any number of filters that are required to only see the data wanted.
Search – Searches the customer records for word(s) entered.
Export – Exports the filtered list to Excel or .csv.
Print – Prints reports with the template of ‘Accounts Receivable List’ for all filtered or selected records reports.