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Accounts Receivable
Accounts Receivable
Create, review, update, report on and follow up Trade Debtors in Ardex Premier
T
32 articles in this collection
Written by
Trish Fink,
Cameron Higgins,
and
Jose Mendoza
Issue a Receipt
How to issue receipt for received payments
Written by
Jose Mendoza
Updated over a week ago
How to refund a credit card
Refund all or a partial amount to a credit card
Written by
Jose Mendoza
Updated over a week ago
BPay Import in Ardex
How to use the BPay import function in Ardex
Written by
Jose Mendoza
Updated over a week ago
Accounts Receivable Introduction
What are accounts receivable, or trade debtors?
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
Written by
Cameron Higgins
Updated over a week ago
Entering Horse Transactions
Charge horses and horse owners for services provided in Ardex Premier
Written by
Cameron Higgins
Updated over a week ago
Statement Preview
How to preview a client's statement
Written by
Jose Mendoza
Updated over a week ago
Invoicing Owners
Creating tax invoices to owners of horses in your Ardex Premier database
Written by
Cameron Higgins
Updated over a week ago
Client Credits – Refunds & Discounts
Adjust receivable balances by issuing credit notes to horse owners
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)
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
Written by
Cameron Higgins
Updated over a week ago
Sending Statement Copies
Send a copy of a month end statement to a client
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
Written by
Cameron Higgins
Updated over a week ago
Accounts Receivable Reporting
View and report on Trade Debtor balances in Ardex Premier
Written by
Cameron Higgins
Updated over a week ago
Following-Up Overdue Accounts
Take action on overdue trade debtor accounts in Ardex Premier
Written by
Cameron Higgins
Updated over a week ago
Adding a Bank Deposit
How to add a client payment via banking
Written by
Jose Mendoza
Updated over a week ago
Crediting a Horse - Horse Money
How to credit a horse in Ardex
Written by
Jose Mendoza
Updated over a week ago
Refund a credit card payment
How to refund funds onto a credit card directly
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Written by
Trish Fink
Updated over a week ago
Create Loan Account Transfer
How to create a loan account transfer
Written by
Jose Mendoza
Updated over a week ago
Bulk Agistment & Training Charges
How to charge multiple horses for agisment and/or training
Written by
Jose Mendoza
Updated over a week ago
Client Credits - Refunds and Discounts
How to credit a client for incorrect charges
Written by
Jose Mendoza
Updated over a week ago
Bulk Credit Cards
How to charge multiple clients by credit card
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.
Written by
Jose Mendoza
Updated over a week ago
Charging a Client by Credit Card
How do I charge a client by credit card?
Written by
Jose Mendoza
Updated over a week ago
Enter Credit Card Details
How do I enter credit card details for clients?
Written by
Jose Mendoza
Updated over a week ago
What is a Service Code?
Written by
Jose Mendoza
Updated over a week ago
Accounting for Funds Received
Accounting for funds received
Written by
Jose Mendoza
Updated over a week ago
How do I add a Transaction to a person?
Written by
Jose Mendoza
Updated over a week ago
How do I add a Transaction to a horse?
Written by
Jose Mendoza
Updated over a week ago
What kind of Attachments can I add to a transaction?
Written by
Jose Mendoza
Updated over a week ago
How do I Audit my transactions?
Written by
Jose Mendoza
Updated over a week ago
What does the Fine Tune button on the Transaction screen do?
Written by
Jose Mendoza
Updated over a week ago