Start Here

Open the AR Menu and identify your main work area (Billing, Cash, Statements, Inquiries).
Learn customer defaults in Customer Master Entry.
Understand charges and codes in Bill Codes.

Best first read: AR Operations & Training Guide (it explains the day-to-day flow).

Daily Routine

Review invoices created today (accuracy, customer, department).
Post/confirm invoice results (per your site’s workflow).
Enter and apply payments in Cash Receipts.
Resolve unapplied cash/credits using Apply Credits & Cash on Account.
Answer balance questions using AR Inquiries.

Billing Basics

Manual invoice entry: Invoice Entry
Corrections: Invoice Adjustment (preferred), or Void Invoice + rebill
Moving invoices: Transfer Invoices

Manager-only: Modify Paid Invoice (use only when authorized and documented).

Cash Receipts Basics

Enter receipts and apply to invoices: Cash Receipts
Handle credits / cash-on-account: Apply Credits & Cash on Account
Research payment issues: AR Inquiries

Daily check: Keep unapplied balances low and explainable.

Statements Basics

Statement formatting (HTML/branding): Statement Setup
Aging bucket definitions: Define Statement Aging Columns

Tip: If emailed statements look wrong, confirm logo URL and HTML settings in Statement Setup.

When You’re Stuck

Check Common Scenarios for the fastest “what to do next.”
Use AR Operations & Training Guide for workflow and best practices.
Use the AR Reference Manual for screen-specific details.

Escalate to a supervisor for: voids, transfers, modify paid invoices, bulk pricing changes, or setup changes.