Take control of your receivables in this hands-on class covering everything from managing your customer list to understanding what Accounts Receivable really means. You'll learn to enter and receive payments on invoices, handle customer credits and refunds, record customer prepayments, manage bounced payments, and examine the reports that keep your A/R balances accurate. Through guided exercises, you'll also master trading A/R and A/P balances and troubleshoot the common issues that trip up most users.
You’ll learn how to…
Manage your customer list
Understand what Accounts Receivable really is
Enter and receive payments on invoices
Enter customer credits and refunds
Examine reports
Trade A/R and A/P balances
Troubleshoot common issues
Record customer prepayments
Write off bad debt
Handle customer over- and underpayments
Record bounced payments
Practice with hands-on exercises
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Sophia Keane
Jul 7, 2026
Tue · 10:30 AM CT
Course Content
36 lessons · 4 hands-on exercises · 2 hr 11 min
Introduction to Customers & A/R0:51
What is A/R?5:14
Customer List3:29
Add a Project3:34
Review List Management Details5:37
Invoices2:22
Enter Invoices3:34
What is Undeposited Funds?4:14
Record Payment of an Invoice3:49
Record Partial Payment of an Invoice2:56
Batch a Deposit3:25
Invoice, CC Payment, and Deposit with Fees Example6:17
