A/R Options Screen

Learn more

About Accounts Receivable Options

Selecting Accounts Receivable Options

About Keeping Statistics

About Specifying Document Order in Receipt Entry

About Document Numbers for Invoices, Debit Notes, and Credit Notes

About Retainage Accounting

Overview

You use the A/R Options screen to select or to change options that determine how your Accounts Receivable system processes transactions and stores information about your customers.

Notes:

Company Tab

Use this tab to change the contact name, telephone number, and fax number for your Accounts Receivable department.

Note: Use the Company Profile screen in Common Services to change your company name, address, contact name, telephone number, and fax number at the company level.

Numbering Tab

Use this tab to specify the numbering format that Accounts Receivable uses to assign a unique document number when adding a document type (such as an invoice or credit note) to a batch. More...

The number is a combination of a prefix, which identifies the transaction type, and a sequential number. You assign a different prefix for invoices, debit notes, credit notes, interest invoices, receipts, prepayments, unapplied cash, adjustments, and refunds. The prefix cannot be used for any other type of Accounts Receivable document. For more information, see About Document Numbers for Invoices, Debit Notes, and Credit Notes. You can change these prefixes and next numbers at any time.

You can also restrict the length of the document number to be assigned to each type of document. The maximum length is 22 characters, including prefixes.

This tab also displays the numbers that will be assigned to the next batches of invoices, receipts, adjustments, and refunds, as well as the posting sequences for invoices, receipts, adjustments, refunds, and revaluations.

Processing Tab

Use the Processing tab to set options for processing transactions. More...

You can:

Retainage Tab

Note: This tab only appears if you select the Retainage Accounting option on the Processing tab of this window.

Use this tab to specify default retainage settings that are used when you add new customers. The retainage settings for the customer are used when you enter invoices, credit notes, or debit notes for that customer. You can change settings for particular customers and documents.

Statement Tab

Use this tab to set up aging periods and set options for customer statements. More...

You can:

Transactions Tab

Use this tab to set options for processing invoices, receipts, and refunds. More...

You can: