Accounts Receivable

Create, review, update, report on and follow up Trade Debtors in Ardex Premier

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29 articles in this collection
Written by Trish Fink, Cameron Higgins, Daniel Cohen and 1 other

How to refund a credit card

Refund all or a partial amount to a credit card
Jose Mendoza avatar
Written by Jose Mendoza
Updated today

Accounts Receivable Introduction

What are accounts receivable, or trade debtors?
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Setting Up Owners

Create client records in Ardex Premier and record contact details for horse owners
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Entering Horse Transactions

Charge horses and horse owners for services provided in Ardex Premier
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Invoicing Owners

Creating tax invoices to owners of horses in your Ardex Premier database
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Client Credits – Refunds & Discounts

Adjust receivable balances by issuing credit notes to horse owners
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Bulk Agistment & Training Charges

Charge horses for agistment and training based on daily charge rates set by horse location (activity)
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Receiving Client Payments

Receive client deposits to your bank account and recognise reduction in accounts receivable
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Sending Statement Copies

Send a copy of a month end statement to a client
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Interim Owner Statements

Create a preview of the next statement to be issued to an owner, before end of month
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Accounts Receivable Reporting

View and report on Trade Debtor balances in Ardex Premier
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Following-Up Overdue Accounts

Take action on overdue trade debtor accounts in Ardex Premier
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Adding a Bank Deposit

How to add a client payment via banking
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Crediting a Horse - Horse Money

How to credit a horse in Ardex
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Refund a credit card payment

How to refund funds onto a credit card directly
T
Written by Trish Fink
Updated over a week ago

Create Loan Account Transfer

How to create a loan account transfer
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Bulk Agistment & Training Charges

How to charge multiple horses for agisment and/or training
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Client Credits - Refunds and Discounts

How to credit a client for incorrect charges
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Bulk Credit Cards

How to charge multiple clients by credit card
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

How do I transfer funds from one account to another

Occasionally a customer will ask to have funds transferred one account to another.
Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

Charging a Client by Credit Card

How do I charge a client by credit card?
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Enter Credit Card Details

How do I enter credit card details for clients?
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

What is a Service Code?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

Accounting for Funds Received

Accounting for funds received
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

How do I add a Transaction to a person?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

How do I add a Transaction to a horse?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

What kind of Attachments can I add to a transaction?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

How do I Audit my transactions?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

What does the Fine Tune button on the Transaction screen do?

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Written by Daniel Cohen
Updated over a week ago