NetSuite - Using Accounts Receivable (AR) Course Overview

Using Accounts Receivable (AR) training course is designed to learn netSuite accounts receivable (AR) processes and tasks. In this training class, you will learn AR process step-by-step along with recommended tips, best practices, and key points are shared to make sure you use NetSuite most effectively.

Target Audience:

Anyone responsible for performing AR tasks, such as managing customers and sales, processing payments and credits, managing return authorizations, billing schedules and monthly activities, and more.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

  • 1. Do you have limited Window for training?
  • 2. Can you only spend 4-hours per day?
  • 3. Do you want to start training immediately?
  • If your answer is yes to any one of the above, you need 1-on-1- Training
The 1-on-1 Advantage
Methodology
Flexible Dates
4-Hour Sessions
  • View video
  • The course will be free if we are not able to start within 7 days of booking.
  • Only applicable for courses on which this logo appears.

Your will learn:

Module 1: Introduction
  • Configuring Accounts Receivable Home Dashboard
  • Creating a New Customer
  • Creating a New Contact From a Customer Record
  • Creating a Sales Order
  • Approving a Sales Order
  • Creating an Invoice
  • Billing a Sales Order
  • Invoicing Billable Customers
  • Receiving Customer Payments
  • Recording Customer Deposits
  • Issuing a Customer Credit Memo
  • Refunding an Open Balance
  • Creating a Return Authorization
  • Approving a Return Authorization
  • Setting up a Billing Schedule
  • Committing Revenue for a Sales Order
  • Generating Customer Statements
  • Navigating NetSuite Reports
  • Generating Sales Order Reports
  • Generating Return Authorization Reports
  • Generating Open Invoices Report
  • Generating Transaction Detail Report
  • Generating Customer/Receivables Reports
Live Online Training (Duration : 8 Hours) Fee On Request
Group Training Date On Request
1-on-1 Training
4 Hours
8 Hours
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
Classroom Training is available. Enquire for the fee Click
Comfort Track

If you think 8 hours is too fast, we can offer Comfort Track for 16 hours

Course Prerequisites
  • Basic Computer Knowledge.
  • Configuring Accounts Receivable Home Dashboard
  • Creating a New Customer
  • Creating a New Contact from a Customer Record
  • Creating a Sales Order
  • Approving a Sales Order
  • Creating an Invoice
  • Billing a Sales Order
  • Invoicing Billable Customers
  • Receiving Customer Payments
  • Recording Customer Deposits
  • Issuing a Customer Credit Memo
  • Refunding an Open Balance
  • Creating a Return Authorization (RMA)
  • Approving a Return Authorization
  • Setting up Billing Schedule
  • Committing Revenue for a Sales Order
  • Generating Customer Statements
  • Navigating NetSuite Reports
  • Generating Sales Order Reports
  • Generating Return Authorization Reports
  • Generating Open Invoices Report
  • Generating Transaction Detail Report
  • Generating Customer/Receivables Reports

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