Accounts Receivable

Overview

This course covers the full Accounts Receivable process including invoicing, credit notes, receipting, debtor maintenance, and reporting.

Duration: 40 min

Course content

1. Module Overview

An introduction to managing accounts receivable in Jobpac Connect, covering key workflows and processes.

2. Maintaining Debtors

Set up and manage debtor records, including contact details and financial information.

3. Invoicing

Create and manage invoices including sundry invoices and credit notes.

4. Receipting

Process receipts and apply bank deposits to existing invoices.

5. Reports & Enquiries

Use reports and enquiry screens for effective debtor management and financial reporting.

Reference guide