Accounts Receivable

Accounts Receivable

These are those rights acquired by the company either for the provision of a service, sale of products, leasing of real estate, etc. or for the granting of a loan to employees or people outside the company.

This module manages the folios generated from the Check Out of the Front Office, as well as the invoicing of any other income that the company has. It is accessed through Administration (Back Office) → Accounts Receivable.

The operations performed in this module are:
Customer Information: Customers Catalog and Customer Contacts
Invoicing: Folios (Front Office and Points of Sale) and Manual Invoicing Process.
Customer Information and their transaction Reports.

    • Related Articles

    • Accounts Receivable Monthly Close

      Actions prior to closing the Accounts Receivable module are suggested: Check that there are no pending transactions of the period to be closed (transactions on folios, invoices, etc.); because when the module is closed it will not be possible to make ...

    • Accounts Receivable Reports

      This application generates the reports related to Accounts Receivable transactions. The reports can be viewed on screen, downloaded in PDF or Excel. To generate the reports, perform the following actions: Go to: Administration (Back Office) → ...

    • Accounts Receivable Electronic DTE Credit Notes - Chile

      Enter Administration → Accounts Receivable → Register and Issue of Sales Invoice In Search Registered and/or Issued Receivables Documents look for the DTE Customer on which the Credit Note will be issued. In the REGISTER and ISSUE of Receivable ...

    • Credit Notes of No Fiscal Documents Accounts Receivable - Chile

      Enter Administration → Accounts Receivable → Register and Issue of Sales Invoice In Search Registered and/or Issued Receivables Document look for the Customer of the Non-Fiscal Document on which the Non-Fiscal Credit Note will be issued. In the ...

    • Credit Notes with CFDi in Accounts Receivable - Mexico - Invoices of Folios

      Go to: Administration → Accounts Receivable → Register and Issue of Sales Invoice In Search Registered and/or Issued Receivables Document look for the document in which the Credit Note is to be issued. In the Register and Issue of Receivable ...