RB User Guide

Receivables

Credit and track accounts receivable in RB9; plus assess finance charges, print monthly reports and monitor collection efforts.

• Receive Payments
• Enter Other Transactions
• Send Payment Receipts
• Resource Billings Report RB9 only
• Daily Register
• Daily Balance Log RB9 only
• Finance Charges
• Monthly Journals
• Aged A/R
• Send Statements
• Client Account Activity RB9 only
• Paid Invoices RB9 only
• Voided Invoices RB9 only
• Collection Letters RB9 only
• Collection Follow-up RB9 only
• Collection Forecast RB9 only

Reference

• Accounts receivable
• System Preferences > Receivables
• Monthly reports at a glance