SedonaOffice 101 Main Application Menu Accounts Receivable
The Accounts Receivable module contains many functions that are used by clerical and upper management SedonaOffice Users. Each option within the module is secured by User Group Security permissions. All options within the Accounts Receivable Module are covered in depth under the Accounts Receivable topic heading.
Credit Memo – Selecting this option will open a blank Credit Memo form for creating a new credit memo for a customer account.
Credit Requests – Selecting this option will display a list of pending Credit Requests. For more information see Credit Request Processing.
Cycle Invoicing – This option opens the Cycle Invoicing list where a new cycle batch may be generated and/or posted.
EFT Processing – This option opens the EFT Processing form; this option is only used by SedonaOffice customers that have subscribed to automatic payment processing with ACH Direct.
Finance Charge – Selecting this option will the Finance Charge selection and generation form.
Invoicing – This option will open a blank miscellaneous invoice form for creating a new customer invoice.
Make Deposit – This option is used to deposit a payment batch to a bank account.
Payment Processing – This option is used to create customer payment batches and enter customer the individual customer payments.
Print Invoices – This option is used to print invoices in bulk.
Statements – Selecting this option is used to generate and print customer statements.
Unapplied Cash/Credit – Selecting this option will display a list of all customers with unapplied items on the account. Unapplied items may be applied to invoices from this option.
Credit Off Invoices – This option is used when your company wants to write off many invoices at one time that may have a very small balance. This function may also be used to write off invoices to a bad debt account for customer invoices that are no longer considered collectable.