|
60.1 Use the Register to track Receivables |
  
|
|
60.1 Use the Register to track Receivables |
|
60.1.1 Create a new Register Type "AR" for Accounts Receivable and another "AR paid" to hold all AR entries that have been paid.
60.1.2 When you call a client with an overdue account, create an "AR" entry in the Register and enter their response. If they promised to do something next week change the date of the "AR" Register Item to sometime next week.
Every time you want to look up Accounts Receivables go directly in to the Register and filter for "AR" item with dates today or earlier. When next week comes around you will see that you have to pursue te issue if payment has not been made.
When they do pay change the register item from AR to "AR paid". That way it will no longer appear when you filter Register Type "AR". Now, both your accounts and professional staff can see any outstanding amounts when they next contact the client.