Common Business Tasks

Select from the list of the common business tasks for detailed information:

• Enter Customer Information

• Create a Receivable

• Bill a Vendor for a Refund

• Modify a Receivable

• Create a Cash Receipt

• Create a Cash Receipt using Auto Apply

• Modify a Cash Receipt

• Modify a Cash Receipt for a NSF Check/EFT

• Copy Forward a Cash Receipt to Reclassify

• Create a Referral to Collection Agency

• Create a Manual Referral to Collection Agency

• Create a Write Off

• Create a Manual Write Off

• Modify a Write Off

• Create a Customer Refund

• Issue Customer Refunds for Unreserved Credit Balances