Learning Path: Debtors' Clerks

💡This path lists the topics for debtors' clerks.

New to BOS Enterprise? Start with Learning Path: Every User.

1. Customer Accounts

Customers Reference: Describes the Customers settings, list view and edit view buttons, filters and fields, plus Customer Categories, Regions, Positions and Data Pipelines.
Customer Ledger Tutorial: Shows how to view customer accounts and transactions in the ledger and manually create discounts, receipts, refunds and overpayments.

Customer Invoices Tutorial: Shows how to create, output, batch update and edit customer invoices, open them in the ledger and copy a transaction to an invoice.
Customer Credit Notes Tutorial: Shows how to view, create, edit, cancel, batch update and output customer credit notes, including returning stock to inventory.

Customer Payments: Describes the Customer Payments module for capturing part or full payments: its settings, setup steps and the Customer Receipts screen with its buttons, fields and footer.
Customer Deposits Process Guide: Compares four ways to process customer deposits, from receipts against a pro-forma invoice to a deposit invoice, with the implications of each.
Bank Import: Describes the Bank Import module: its settings, the default view, the Edit Bank Transaction screen with text and Item matching, and the bank balance list view.
Cashup: Describes cashups: counting cash and other payment types against a user's transactions, the variance, the surplus or shortfall ledger entry, settings, statuses and warnings.

Customer Age Analysis: Describes the Customer Age Analysis, which ages outstanding customer balances into periods, with its settings, buttons, data filters, fields and Data Pipelines.
Managing Account Queries Tutorial: Shows how to log and track customer account queries as Service Manager tickets, from filtering and responding to notifying the customer and closing them.