<< Click to Display Table of Contents >> Navigation:  Accounts Receivable > Set Up AR Module Parameters > AR Module Setup

 

The AR Module Setup function allows you to define the general setup, statement and printing parameters for your Accounts Receivable module.  It also allows you to define the parameters for applying finance charges to past-due accounts and to provide the default GL Account IDs for your sales invoice transactions.  You must complete the AR Module Setup before you set up records in the Maintenance functions, perform Transaction functions and generate reports in the Reports functions because this function activates and sets parameters that will affect these functions.

 

 

To set up the default values for various records and transactions in the AR module, perform the following procedures:

 

1.Access the AR Module Setup function from the Setup group in the Maintenance menu of the Accounts Receivable module.

 

2.In the General Information page, enter parameters for the period-end closing process, decimal places, sales invoice transactions, commission tracking, generating invoices from shipments, and payment transactions.  Also in this page, provide parameters for new customer records, viewing customer activities, revenue tracking, recording non-stock inventory items, various pricing options, and national account management. For more information, refer to the General Information page section.

 

3.Access the ClickToPay Settings page to set up and define the parameters for using the ClickToPay features. Refer to the ClickToPay Settings page for more information.

 

4.In the Credit Card Processing page, enter parameters for the settings and controls for using the credit card processing features. Refer to the Credit Card Processing page for more information.

 

5.In the Finance Charge Setting page, provide the parameters for application of finance charges on customers’ past-due balances.  For more information, refer to the Finance Charge Setting page section.

 

6.In the Printing page, provide the parameters for printing reports in this module.  For more information, refer to the Printing page section.

 

7.When you are done entering the necessary information in this function, click the Save button to save all your settings.

 

 

 

See Also

AR Module Setup

GL Account Selection

 

 

 

 

 

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