Accounts Receivable

User guide for the AR module

AR Aging
Description The AR Aging report breaks down the amount outstanding in issued Invoices for each Customer.    Aging Methodology The report is org...
Wed, 31 Mar, 2021 at 4:11 PM
Invoices
Description Create, issue, edit, and manage Invoices in Accounts Receivable within SoftLedger from here:   Add Invoice Enter all requir...
Thu, 18 Feb, 2021 at 7:49 AM
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, 18 Feb, 2021 at 7:49 AM
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 7:49 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 7:49 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 7:49 AM
Customers
Description Create, edit, and view customers from this page, as well as drill into individual customers to review their details.   Add/Edi...
Thu, 18 Feb, 2021 at 7:49 AM
Bulk Invoice Import
Description Bring Invoices into SoftLedger in bulk, through adding Invoices details into a bulk import template.   Download Template   Downl...
Tue, 9 Mar, 2021 at 3:34 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 7:49 AM