Accounts Receivable

User guide for the AR module

AR Aging
TABLE OF CONTENTS Description Aging Methodology AR Aging Table Actions Aging for Draft or Created Status Description The AR Aging report breaks d...
Thu, 14 Sep, 2023 at 1:14 PM
Invoices
Description Create, issue, edit, and manage Invoices in Accounts Receivable within SoftLedger from here:   Add Invoice Enter all require...
Mon, 11 Mar, 2024 at 4:27 PM
Invoice Line Item Details
Description The Invoice Detail tab under Accounts Receivable>Invoices>Detail aggregates all line item information entered in Invoices. You can use th...
Thu, 28 Sep, 2023 at 1:54 PM
Invoice Detail
Description Manage and view full detail of a single Invoice from this page.   Tabs The tabs include Details, Emails, Transactions, Paym...
Thu, 18 Feb, 2021 at 9:49 AM
AR Credits
Description AR Credits (aka Credit Memos) are used to record a reduction in Accounts Receivable. An AR Credit is created as its own document for a parti...
Thu, 18 Feb, 2021 at 9:49 AM
AR Credit Detail
Description Manage and view full detail of a single AR Credit from this page.   Tabs The tabs include Details, Emails, Transactions, Payments...
Thu, 18 Feb, 2021 at 9:49 AM
Customers
Description Create, edit, and view customers from this page, as well as drill into individual customers to review their details.   Add/Edi...
Mon, 24 Oct, 2022 at 5:57 PM
Bulk Invoice Upload
Description Bring Invoices into SoftLedger in bulk, through adding Invoices details into a bulk import template.   Download Template   Downl...
Thu, 16 May, 2024 at 1:22 PM
Customer Detail
Description Manage and view full detail of a single Customer here, including contacts, addresses, invoice statuses, attachments, payments, invoices, and...
Thu, 18 Feb, 2021 at 9:49 AM
Send and Download Customer Statement of Account in AR
TABLE OF CONTENTS Description Statement of Account Contents of the Statement: Description When working with customers and invoices in the Accou...
Thu, 19 Oct, 2023 at 9:11 AM