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AR – Manage Receivables – OneSource: Inventory for QuickBooks Online AR – Manage Receivables – OneSource: Inventory for QuickBooks Online

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AR – Manage Receivables

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The Manage Receivables form is primarily used as a visual tool to get a quick glance at the “big picture” status of each customer selected with an open balance (or All Customers).

  • Using the OneSource menu bar, click AR/AP, then select Manage Receivables.  Select a Start, End, and Aging date range on the A/R Summary Date Range pop-up form.
  • You can toggle the display of invoices by “Unpaid”, “Paid” or “Both”.
  • Press the Invoice button to open the invoice in the Invoice form.
  • You can enter customer AR notes in the box provided.  These notes can also be viewed on the Notes tab of the Customer & Prospects form.
Previous AR – Assess Finance Charges
Next AR – Receive Payments
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