Working with AR Invoices Version

Entering Invoices/Credit Memo

Premier's Accounts Receivable allows you to quickly create either an invoice or credit memo within the application.
Typically, invoices are entered into an AR module through one or more order processing/billing systems.
This AR module supports both entry options to provide you with greater flexibility.

The default characteristics that are assigned to a customer are applied to that customer's invoices and credit memos.
By using the customer management features, the entry process can be made simple. (If authorized, a customer default can be overridden on an individual invoice.)

Time-saving features of invoice management include:

  • Organizing invoices by assigning them to groups.
  • Entering invoice information.
  • Modifying invoice distribution data, even after posting to General Ledger.
  • Creating invoice-specific notes.
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    Invoice Management Features

    Invoice Filter

    Accounts Receivable lets you define a filter that determines which invoices appear in an invoice list.
    The available selection criteria includes entry status, Invoice type, and other invoice attributes.

    Invoice Groups

    When entering invoices, a group description can be assigned to the invoices.
    Invoice group descriptions can identify the date of the invoices, the user who enters them, or whatever you wish to call the group.

    Invoice group descriptions are an optional method of finding a particular batch of invoices (in addition to the traditional method of finding invoices by number or date).
    Controls can be applied to each user, such as the requirement to enter a group total before entering individual invoices.

    Importing Invoices from Another Source

    Accounts Receivable enables you to import some or all invoices from another source.
    This source is commonly referred to as either an order processing system or a billing system.

    Invoice Entry

    Every feature of invoice entry listed here is supported by a single invoice entry function. You can:

  • Enter invoices into a named group.
  • Distribute charges to more than one organization.
  • Enter a regular invoice or a credit memo.