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Accounts Receivable

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==Accounts Receivable==
[Client45_Premier#Documentation|back]

Accounts Receivable can be accessed directly from the [Dashboard].

<center>[image||{UP}AR/Ar1.png]</center>

====Layout====

<center>[image||{UP}AR/Ar2.png]</center>

This window has many different features, A Main menu with context menus, Two panes; The left pane is the [Customer] pane, and the right pane has the Transaction Tab and Statement Tab.

===Main Menu===

* '''File'''
** '''Print''' - Prints the existing visible list.
** '''Print Preview''' - Print previews the existing visible list.
** '''Close''' - Closes the window.
* '''View'''
**'''Archived''' - Persistent checkmark to show/hide archived [customers#Customer|customer].
**'''Trashed''' - Persistent checkmark to show/hide --Trashed-- [customers#Customer|customer].
** '''Reset''' -  To reset the layout to base settings.
** '''Refresh''' I Refreshed the page.
* '''Tools'''
** '''Batch Print Invoices''' - Opens the Print Invoices Window
* '''Reports'''
** '''Payment''' - Opens up a Payment Report.

===Customer Pane===

<center>[image||{UP}AR/Ar6.png]</center>

On the left-hand side (Yellow square) you have the [customers#Customer|customer] pane. 


====Columns====

'''Standard'''

* '''Customer''' - See [customers#Customer|customer].
* '''Balance''' - the customers balance.

'''Additional'''

* '''Agency''' - See [Agency].
* '''Aging''' - 
* '''e.Invoice''' - 
* '''e.Statements''' -
* '''Revenue Source''' - The [RevenueSource] entered on the [Contract].
* '''Revenue Type''' - The [RevenueType] entered on the [Contract].
* '''Sales Person''' - The [SalesPerson] entered on the [Contract].
* '''Status''' - The current status of the [Contract].

====Context Menu====

* '''New''' - Opens up a new [customers#Customer|customer] window
* '''Open''' - Opens up the [customers#Customer|customer] window you selected.
* '''Trash''' - Trash a [customer]. (Note: Only accessible if the [customers#Customer|customer] has a zero balance.)

====Hot keys====

* '''F1''': Launches the help system (requires correctly configured web browser).
* '''CTRL+F''': Find Invoice using an Invoice number.
* '''Right Arrow''': Moves the navigation to the right pane (Transactions/Statements).
* '''Home''': Moves the highlight to the top of the current pane.
* '''End''': Move the highlight to the bottom of the current pane.
* '''Esc''': Closes the window.
* '''F5''': Refreshes the data in both panes.


===Transaction Tab===

<center>[image||{UP}AR/Ar4.png]</center>

On the right-hand side, you have the transaction tab window. 
Left Click to select the transaction you want. 

Right-clicking on any transaction that involves a payment or adjustment will give you two options:
* '''Open''' -Opens up the invoice you selected.
* '''Trash''' - Trash a transaction.

Right clicking on a transaction that is still an invoice will give you the five options:
* '''Open''' -Opens up the pending invoice you selected.
* '''Finalize''' -  a transaction.
* '''View Contract''' -Opens up the [Contracts].
* '''Print''' - Prints the invoice.
* '''Print Preview''' - previews the invoice.


====Columns====

'''Standard'''

* '''Date''' - Date of transaction.
* '''Transaction''' -Type of transaction.
* '''Status''' - The current status of the invoice.
* '''Invoice''' - The Invoice number.
* '''Station''' - The [Station] that the invoice belongs.
* '''Sales Person''' - The [SalesPerson] entered on the [Contract].
* '''Debit''' - A debit amount (if any) left on the invoice.
* '''Credit''' - A credit amount (if any) added to the invoice.
* '''Balance''' - what is the change to the invoice after a credit or debit.


'''Additional'''

* '''Agency''' - See [Agency].
* '''Applied to''' - Shows Invoice # to the invoice that received the Payment
* '''Comment''' - will show a comment if one was added to the transaction from the [Payment] or [adjustment] windows.
* '''End Date''' - The [Contract] effective end date (determined based on the [Contract] line items).
* '''Estimate #''' - The estimate number entered on the [Contract].
* '''Invoice Type''' - The target [Invoice] type configured for the [Contract].
* '''Product''' - The product entered on the [Contract].
* '''Revenue Source''' - The [RevenueSource] entered on the [Contract].
* '''Revenue Type''' - The [RevenueType] entered on the [Contract].
* '''Start Date''' - The [Contract] effective start date (determined based on the [Contract] line items).
* '''YYYY-MM'''-Shows the year and month of transaction

====Context Menu====

There are two different Context Menus. One for Payments and Adjustments and one for Invoices:

*Payments/Adjustments
** '''Open''': Opens highlighted payment or adjustment.
** '''Trash''': Trashes highlighted payment or adjustment.
*Invoices
** '''Open''': Opens highlighted Invoice
** '''Reverse/Finalize''': manualy reverse/finalize a piticular invoice.
** '''View Contract''': View highlights invoice's contract.
** '''Quick Pay''': Automatic payments applied to oldest invoice dates first.
** '''Print''': Prints the highlighted invoice.
** '''Print Preview''': Previews highlighted invoice to be printed.


====Hot keys====

* '''F1''': Launches the help system (requires correctly configured web browser).
* '''CTRL+F''': Find Invoice using an Invoice number.
* '''Left Arrow''': Moves the navigation to the Left pane (Customers).
* '''Home''': Moves the highlight to the top of the current pane.
* '''End''': Move the highlight to the bottom of the current pane.
* '''Esc''': Closes the window.
* '''F5''': Refreshes the data in both panes.


===Statement Tab===

The Statement tab shows you the Invoices, Payments, Adjustments, and Totals for 0-30,31-60,61-90, 91-120 and over 120 days. 

<center>[image||{UP}AR/Ar3.png]</center>

You can select the date from the Date Dropdown.
You can Print Statements with the Print Statement button.

(((EC If you don't see the Print Statement button try and widen the entire window)))


====Add Payment====

The ''Add Payment'' button is located in the bottom right portion of the A/R window.

<center>[image||{UP}AR/Ar7.png]</center>

====Transaction====

This is the button you will use to add a payment to the transaction you have highlighted.

====Customer====

If you want to apply a payment to the customer you need to have the Customer highlighted in the Customer pane on the right-hand side of A/R.

See [Payment].

===Add Adjustment===

The ''Add Adjustment'' button is located in the bottom right portion of the A/R window.

<center>[image||{UP}AR/Ar8.png]</center>

====Transaction====

This is the button you will use to add an adjustment to the transaction you have highlighted.

====Customer====

If you want to apply an Adjustment to the customer you need to have the Customer highlighted in the Customer pane on the right-hand side of A/R.

See [Adjustment].





===Batch Print Invoices===

<center>[image||{UP}AR/printinv1.png]</center>

====Columns====

*Standard
** '''Select''': Checkmark on/off which invoices you want printed.
** '''Customer''': See [Customer].
** '''Invoice#''': The invoice number.
** '''Station''': The Station the invoice is attached to.
** '''End Date''': The Date the Invoice was finished.
** '''Invoice Type''': The type of invoice entered on the Contract.
*Additional
** '''Revenue Source''': The [RevenueSource] entered on the Contract.
** '''Revenue Type''': The [RevenueType] entered on the Contract.
** '''Sales Person''': The [SalesPerson] entered on the Contract.

====Context Menu====

* '''Check All''': Check all lines as to be printed.
* '''Uncheck All''': Uncheck all lines so none are printed.

====Hot keys====

* '''F1''': Launches the help system (requires correctly configured web browser).
* '''Up Arrow''': Moves navigation up.
* '''Down Arrow''': Moves the navigation down.
* '''Left Arrow''': Moves navigation to the left.
* '''Right Arrow''': Moves the navigation to the right.
* '''Home''': Moves the highlight to the top of the current pane.
* '''End''': Move the highlight to the bottom of the current pane.
* '''Esc''': Closes the window.


==FAQ==

((('''TODO''')))

==Additional Information==

((('''TODO''')))

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Accounts Receivable
