In this video, we walk you through the new features added to the AR Pay screen, specifically the two new columns for description and customer P.O. These additions are designed to make it easier for you to identify which invoices need to be paid. We demonstrate how to access these features while taking a payment on the AR Aging page.
Standard Operating Procedure for Using the AR Pay Screen
Objective
This SOP outlines the steps to effectively use the AR Pay screen for managing accounts receivable payments, including how to identify invoices that need to be paid.
Key Steps
1. Accessing the AR Pay Screen 0:00
Navigate to the Accounts Receivable section.
Click on the AR Aging page to access the AR Pay screen.
2. Initiating a Payment 0:07
Locate the payment icon next to the account you wish to process.
Click the payment icon to open the payment entry interface.
3. Entering Payment Details 0:18
Input the payment amount in the designated field.
Click the 'Age' button to proceed.
4. Identifying Invoices to Pay 0:29
Review the newly added columns: Description and Customer PO.
The Description column reflects the description entered when creating the AR invoice.
The Customer PO column displays any Purchase Order information linked to the invoice.
5. Creating an AR Invoice 0:43
To create a new AR invoice, click the AR invoice button.
Fill in the description field to ensure it appears in the Description column later.
Cautionary Notes
Ensure that all invoice descriptions are clear and accurate to facilitate easy identification.
Double-check the Customer PO information to avoid payment errors.
Tips for Efficiency
Regularly update invoice descriptions to maintain clarity.
Familiarize yourself with the layout of the AR Pay screen to speed up the payment process.
Use filters if available to quickly locate specific invoices.