Access to Accounts Receivable for Sales Reps! | Scribe

    Access to Accounts Receivable for Sales Reps!

    • Katie Bange |
    • 8 steps |
    • 2 minutes
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    Heads Up Sales People! Now that you have access to all of your accounts receivables, lets explore what that looks like. Press that good old reports button on the main side menu bar!
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    Hop over to your new option, Accounts Receivable!
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    You will only have access to your own accounts, so your name will already be selected. Today we'll be looking at Cosmos accounts.
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    Here you can view your customers name to the left, each outstanding invoice they have and all the details you need like dates of invoicing,
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    ..how complete the deliveries for their orders are, their terms and outstanding amounts. This is all important information so that you can keep up with ongoing payment needed by your clients.
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    If you want more details on an order, just click it to open a new tab and view.
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    You can see the details from the report line up with the notations in the totals section of the order.
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    Now that you have access to all the deets... Tell me, Who's going to get all of their accounts balanced first?