AA User Guides - Accounting/Finance (AR)
Manage bookkeeping processes, financial batches, reports, Misc invoices, payments, etc,
Read about how to apply a payment to an invoice here. (current version 8.6.2)
Wed, 16 Feb, 2022 1:40 PM
Refunds are typically requested by a customer or a staffer. We use AA's Remark/Alert components to assign responsibly of this process.
Wed, 16 Feb, 2022 1:40 PM
For unapplied payments, use this process to get the funds applied to the right invoice
See link here
Wed, 16 Feb, 2022 1:40 PM
identify cases when a credit card payment was unapplied
manage the unapplied payment Link
Wed, 16 Feb, 2022 1:40 PM
See Balances owed at 30 - 60 -90 -120 + days out, and by Product and Product Area
The aging & collections report is the primary tool used by pro...
Wed, 16 Feb, 2022 1:40 PM
Create and manage Misc Invoices (aka invoices for receivable that do not fall into any pre-defined product area such as Members, Events, E-Commerce, Subscri...
Wed, 16 Feb, 2022 1:40 PM