How-To Guides: Accounting/Accounts Receivable
Accounts Receivable relies on a couple DocTypes:
- Dividers Contract
- Sales Invoices can be created from individual Dividers Contract documents using the "Create" button at the top of the page. There are three types of Sales Invoices:
- Contract
- Continuation
- Artwort
- Sales Invoices are generated already submitted.
- Sales Invoices can be created from individual Dividers Contract documents using the "Create" button at the top of the page. There are three types of Sales Invoices:
- Sales Invoice
- Payment Entry
- Payment Entry Documents can (and should) be applied to a particular term on a Sales Invoices.
Both DocTypes are submittable. Only submitted Documents are considered active.
There are also a number of tools available to help manage Accounts Receivable:
- Payment Reconciliation
- Reconcile payments against Sales Invoices.
- Process Statement of Accounts
- This is a DocType that allows mass emailing or mailing account statements.