This self-paced lesson is designed for the users of CounterPoint SQL who need to understand how to set up and process accounts receivable functions in CounterPoint SQL In this training lesson, you will learn:
The terminology used in CounterPoint SQL related to accounts receivable ("A/R")
The different types of A/R documents that can be produced in CounterPoint, the functions that produce them, and their impact on a customer's balance
The ways to apply and re-apply payments (or "cash receipts") received from a customer
How to make adjustments to a customer's account
How to assess finance charges to customers' past due balances
How to use the Account Management function to manage information for an A/R customer
How to print statements for A/R customers
How to print an Aging Report of customer receivables
How to print the Open and Unposted Documents Report to see open A/R activity to customers
How to print the Recalculate Customer Balances Report to view and correct discrepancies between customer unposted balances and open receivables activity
The lesson contains demonstrations and activities that simulate use of each activity in CounterPoint SQL exactly as you would if you were actually in the application itself. Learning Checks at the end of each topic help you to evaluate what you have learned.
