Accounting detail

Accounts Receivable


  1. When you receive cheques in the mail:
    1. Open all of the cheques
    2. make sure there are no cheques mistakenly sent to us
  2. Open up Cispro
  3. Go into Point of Sale Simple Entry
  4. Change the type to Payment On Account
    1. A trick for this is after you enter the Sales ID just tab over and hit P
  5. If you know the AcctID of the cheque you are entering, enter it into the AcctID/Phone#: box
  6. Once you enter the account ID a details box will appear on the side with all the outstanding invoices owing
  7. On the cheque stub it will have a list of invoices they are wanting to pay