Master the Basics & Beyond of the Accounts Receivable and Service Tracking Modules.
Course Curriculum
An Overview of the Accounts Receivable Modules
Available in
days
days
after you enroll
General Data Entry for both Accounts Receivables and Service Tracking
Available in
days
days
after you enroll
- Subscriber Search (2:30)
- Subscriber General Data Entry (11:33)
- Modifying an Existing Subscriber (0:47)
- Deleting a Subscriber (0:37)
- Recovering a Deleted Subscriber (1:20)
- History Grid Explainer (3:28)
- Subscriber Calls (3:30)
- Subscriber Reminders (3:34)
- Central Station Data Entry for Accounting Clients (4:52)
- Central Station Data Entry Monitoring People to Call (4:46)
Receivables: Navigating the Software - Learning the Basics
Available in
days
days
after you enroll
Invoicing
Available in
days
days
after you enroll
Managing Payments
Available in
days
days
after you enroll
- Posting a Subscriber Receipt (4:00)
- Receipt Allocation (3:04)
- Bouncing a Receipt (1:02)
- Unallocating a Receipt (1:53)
- Refunding a Receipt (2:08)
- Credit Invoice (2:03)
- Receipt Posting from a Subscriber (4:00)
- Credit Memo Invoice Selective Generation (2:08)
- Credit Memo Invoice Auto Generate (1:41)
- Post Receipts Multiple Postings (4:58)
- E Payments (4:18)
- Subscriber Payment Methods (3:49)
- Deposits (3:13)
An Overview of the Service Tracking Module
Available in
days
days
after you enroll
Service: Navigating the Software - Learning the Basics
Available in
days
days
after you enroll
Service Tickets / Work Orders
Available in
days
days
after you enroll
Recurring Service
Available in
days
days
after you enroll
Service Scheduling
Available in
days
days
after you enroll
- Service Toolbar and Schedule Filters (9:47)
- Pending Work Order Grid On Schedule (7:53)
- Click and Drag Service Scheduling (1:47)
- Scheduling a Pending Work Order Directly on the Calendar (0:52)
- Scheduling From a Service Ticket (1:14)
- Edit a Work Order From the Calendar (0:44)
- Using Color coding Status on the Schedule (0:55)
- Handling Incomplete Service Tickets (3:07)
Closing and Billing Service Tickets
Available in
days
days
after you enroll
Advanced Service Tracking
Available in
days
days
after you enroll