Accounts Receivable Basics

Length: 1 Hour

Tuesday, September 28 at 10am PT

Learn the basics of Accounts Receivable so you can create and send invoices, receive payments, and prepare statements. In this webinar, we will discuss:

  • How to set up Accounts Receivable on a chart of accounts
  • Steps to customize and send invoices
  • Time-saving tips to create invoices faster using imported data or recurring transactions
  • How to read an Aged Receivable report
  • Options to receive online and offline payments for invoices
  • Reconciling invoice payments with WePay deposits and bank integration deposits