emailIcon info@koenig-solutions.com
koenig-logo
Login
koenig-logo
All Courses

NetSuite - Using Accounts Receivable (AR) Course Overview

NetSuite - Using Accounts Receivable (AR) Course Overview

The NetSuite Accounts Receivable (AR) course is designed to equip learners with the essential skills required to effectively manage and track accounts receivable within NetSuite. Through a series of modules, participants will learn how to Configure the AR home dashboard, Manage customer records and contacts, Handle sales orders, invoices, and Process payments and credits. The course also delves into managing return authorizations, setting up billing schedules, and performing monthly AR activities. Comprehensive lessons on navigating and generating critical reports will help users to analyze and improve their receivables process. By the end of the course, learners will have a strong understanding of how to use NetSuite Accounts Receivable tools to optimize their business's financial operations, contributing to better cash flow management and customer relations.

googleRating

5.0

Trustpilot

Beginner

Purchase This Course

USD

700 ♱

View Fees Breakdown

Course Fee 700
Total Fees
 700 (USD)
  • Live Training (Duration : 8 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
  • Classroom Training fee on request
  • Select Date
    date-img
  • CST(united states) date-img

Select Time


♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

happinessGuaranteed_icon

Happiness Guaranteed

  • Live Training (Duration : 8 Hours)
  • Per Participant
  • Classroom Training fee on request

♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

happinessGuaranteed_icon

Happiness Guaranteed

Can't Attend Live Online Classes? Choose Flexi- A self paced learning option

Request More Information

Email:  WhatsApp:

Koenig's Unique Offerings

images-1-1

1-on-1 Training

Schedule personalized sessions based upon your availability.

Learn More
images-1-1

Customized Training

Learning without limits. Create custom courses that fit your exact needs, from blended topics to brand-new content.

Learn More
happinessGuaranteed_icon

Happiness Guaranteed

Experience exceptional training with the confidence of our Happiness Guarantee, ensuring your satisfaction or a full refund.

Learn More
images-1-1

Destination Training

Immerse yourself in a focused learning environment, free from distractions, where you can sharpen your skills in popular global destinations.

Learn More
images-1-1

Fly-Me-A-Trainer (FMAT)

Flexible on-site learning for larger groups. Fly an expert to your location anywhere in the world.

Learn More

Course Prerequisites

Certainly! Here are the minimum required prerequisites for successfully undertaking training in the NetSuite - Using Accounts Receivable (AR) course:


  • Basic understanding of accounting principles, particularly those related to accounts receivable processes.
  • Familiarity with general business processes, including sales, billing, and customer management.
  • Proficiency in using computers and navigating software applications.
  • Ability to understand and follow step-by-step instructions for software operations.
  • Willingness to learn and adapt to new software functionalities within NetSuite.

Please note that while prior experience with NetSuite or other ERP systems is advantageous, it is not a strict prerequisite for this course. The training is designed to guide you through the specific functionalities of NetSuite's Accounts Receivable module, starting with foundational concepts.


Target Audience for NetSuite - Using Accounts Receivable (AR)

Koenig Solutions' NetSuite - Using Accounts Receivable (AR) course is designed for professionals managing financial transactions and customer data within NetSuite.


  • Accounts Receivable Specialists
  • Financial Controllers
  • Accountants
  • Bookkeepers
  • Billing Managers
  • Sales Administrators
  • Finance Managers
  • Business Analysts specializing in finance modules
  • NetSuite Administrators
  • ERP Consultants
  • Operations Managers with finance oversight
  • Customer Service Representatives dealing with billing and payments


Learning Objectives - What you will Learn in this NetSuite - Using Accounts Receivable (AR)?

Introduction to Learning Outcomes:

The NetSuite - Using Accounts Receivable (AR) course equips learners with the skills to effectively manage the AR process, from setting up dashboards to generating insightful reports.

Learning Objectives and Outcomes:

  • Configure the Accounts Receivable Home Dashboard to streamline daily AR tasks and monitor key performance indicators.
  • Create and manage customer records, including the addition of new contacts, to maintain an organized database within NetSuite.
  • Process sales orders and invoices, including creation, approval, billing, and invoicing of billable customers, to ensure accurate revenue recognition.
  • Receive and record customer payments, handle deposits, and manage credit memos and refunds to maintain accurate account balances.
  • Generate and approve return authorizations, facilitating efficient handling of customer returns and related financial adjustments.
  • Set up and manage billing schedules, commit revenue for sales orders, and produce monthly customer statements for recurring billing and Revenue Management.
  • Navigate NetSuite's reporting tools to create and analyze sales order, return authorization, open invoices, and transaction detail reports.
  • Produce customer and receivables reports to monitor customer financial activity, outstanding balances, and overall AR health.
  • Understand the implications of AR transactions on financial statements and the importance of accurate AR management for Financial Reporting.
  • Apply best practices for AR management within NetSuite, improving the efficiency of financial operations and customer satisfaction.

Suggested Courses

What other information would you like to see on this page?
USD