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- Setting Sales and Customers Preferences
- Creating an Invoice
- Previewing Invoices
- Printing a Single Invoice
- Printing a Batch of Invoices
- Emailing an Invoice
- Charging Expenses to a Customer
- Setting Finance Charge Preferences
- Creating a Monthly Statement
- Setting Send Forms Preferences
- Tracking Accounts Receivable
- Receiving Payments for Invoices
- Issuing a Credit or Refund
- Receiving Cash
- Making Bank Deposits
- Receiving Advances, Retainers, and Down Payments
- Issuing Discounts
- Viewing the Open Invoices Report
- Creating a Collection Letter
- Recording Bad Debts
This chapter is from the book
Tracking Accounts Receivable
QuickBooks keeps track of all amounts owed to you by your customers. In addition, QuickBooks produces aging reports to show you how long overdue these outstanding amounts are. Examine these reports frequently so you can keep on top of your company’s collection effectiveness and so you’ll know which customers have trouble making timely payments.
- Select Reports, Customers & Receivables, or click the Customers & Receivables option in the Report Center.
- Select A/R Aging Summary to see a list of customers and the amounts owed by them.
- Select A/R Aging Detail to see every invoice that is overdue.
- Double-click any amount on the report to see the actual invoice form.
- Press Esc to close the reports.