Creating Client Accounts Receivable

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Overview

This document provides instructions on how to create an Accounts Receivable for a client.

Prerequisites

  • Access to the Account Manager system.
  • Client information for whom the account is being created.

Steps

Method 1

  1. Click Account from the Menu Bar.
  2. Navigate to Account Review Aging and click Add.
  3. Search for the client you wish to make the account for.
  4. On the Account Manager screen, go to the Account Editor tab and click Add.
  5. Under Account Type, select Accounts Receivable and click Submit.

Method 2

  1. From the Grid, click Search and search for the client.
  2. Click Edit on the selected client slider to the right-hand side of the Grid.
  3. Check the box for Activate Account Receivable and click Submit.

Troubleshooting

For further assistance, please call 888 777-0602 (Aust/NZ 61 7 4925 4400) or email us at support@digitalrez.com.