Accounts Receivable/Sales Module In-depth (SOMA-02)

Start Right Classroom Training Series using Simply Accounting

Cost: Early bird $110 + GST (register at least two weeks in advance). Regular $130. Support materials included. Lunch not included

Length: 3 hours

Instructor: Dianne Mueller

This session will take you through the features and functions of the Receivable & Sales Module in Simply Accounting 2009. The session will demonstrate implementing the features and functions, processing transactions and troubleshooting. We will discuss the software’s full potential, enabling you to be as efficient as possible in your day-to-day business operations.

Topics:

• Receivable module setting
• Customer setup and maintenance
• Print and form settings, including adding a logo to your invoice and customer statements
• Customizing the screen and tabbing order
• Recording invoices paid by cash, cheque, credit card
• Recording sales orders, converting them to invoices, handling back orders
• Recording accounts receivable invoices
• Producing customer statements
• Recording customer payments by cash, cheque, credit card
• Recording customer deposits, applying deposits to invoices
• Looking up, adjusting and voiding receivable/sales transactions
• Using recurring entries to expedite your work
• Review of receivable reports – customizing, formatting and searching