Accounts Receivable Basic Procedures

Adding and Viewing A/R Specials

1. Double-click .

2. Click the Post/Change tab and select the customer. For details, see Selecting a Customer in Accounts Receivable.

3. In the Batch Information dialog box, specify the batch number and posting date. Click OK. For instructions, see Specifying Batch Information.

4. Click . The A/R Specials window opens.

• To add a customer special, enter the text in the Customer A/R Specials section of the window. This text appears each time you select this customer. This text also prints on trial balance reports.

• To add an invoice special, enter the text in the Invoice A/R Specials section of the window. This text prints on trial balance reports. (Invoices with special text appear with an (*) asterisk in the C column in the Payments tab. To view the special text, with the invoice highlighted, right-click and choose A/R Special. You can also double-click the invoice to open the A/R Specials window.

5. When you finish entering specials, click OK.

Return to:

Viewing Information While Posting

See also:

About Accounts Receivable Specials