Account Receivable

What is the A/R Module?

The account receivable module manages charges and invoices as well as payment tracking. Selecting the A/R Home option under the Accounts Receivable menu will list the service centers that you have access to.

How to Access the A/R Reports

Select the A/R Report option under the Reports menu

Click on Summary Report button

How to Create Charges

How to Create Invoices

How to Create Quotes

To create a quote

  • Click on the "Create Quote button"

  • Select a customer and click on Create and Send Quote button

To create charges that need to be included in the quote, please see create charges for more info.

View quote and quote history

  • Click on the "View Quote" button

  • Click on the quote to view

Update quote

  • Create new charges to be included in the quote.

  • Search for the quote then add/remove charges

  • Click on the "Update and Send Quote" button

How to Receive Payments