Click to learn more about AR: Defaults Click to learn more about AR: Sales and Use Tax Setup Click to learn more about AR: Customer Master File Click to learn more about AR: Customer Balance Posting Click to learn more about AR: Recurring Invoices Click to learn more about AR: Reports Click to learn more about AR: Update Recurring to File Click to learn more about AR: Update Scheduling to AR Invoices Click to learn more about AR: Invoice Entry Click to learn more about AR: Invoice Processing Click to learn more about AR: Update to GL Click to learn more about AR: Cash Transfers Click to learn more about AR: Payment Wizard Click to learn more about AR: Payments Click to learn more about AR: Invoice Review Click to learn more about AR: Collections

AR: Accounts Receivable Menu

Overview

In WinTeam's AR module, you can enter and track customer information, enter and print invoices, apply payments, perform Cash Transfers, and set up Sales and Use Tax. Information stored here is shared closely with the Work Scheduling, Inventory, General Ledger, and Personnel Scheduling modules.

Click the menu icons below to learn more about AR features.