Customer Payments Training Guide

Assumed Knowledge

Before you attempt the Customer Payments training guide, you must complete:

• The Readysell overview training guide

• The Relationships Training Guide

The skills covered by the training guide segments listed above are taken as assumed knowledge.  Do not proceed with this segment of the training guide until you have reviewed the training guide segments listed above and successfully completed the skills test at the end of those earlier training guide segments.  You can't successfully complete this segment of the training guide without the skills covered in those earlier segments.  There are no effective short-cuts!  Don't sell yourself short by skipping those essential skills.

Customer Payments Overview 

Customer Payments Video Training

Watch those training videos on Customer Payments:

(Before using any videos, don't get stuck with viewing a tiny image, see How To Play Videos )

Entering a new customer payment 

Entering and allocating a Customer Payment through Cards with 'Pay' button

Entering a new customer payment through cards manually

Reversing an existing customer payment

Using the customer payment discount feature on over and under payments

Allocating Customer Payments/Credits from within a Card

Entering one payment and allocating one payment against multiple cards setup

Entering a customer payment against an underpaid invoice

Entering a customer payment - where they have overpaid

Making a Payment with a tender that has a Surcharge Fee

Learn more

Refer to the "Customer Payments" section of the Readysell User's Guide to learn more.

Learn more  

Refer to the "Sale Invoices" section of the Readysell User's Guide to learn more

Sending customer statements using an email batch

Learn more  

Refer to the "Email Batches" section of the Readysell User's Guide to learn more

Cards Overview

Creating a new customer  

Creating a new supplier

Creating a new manufacturer  

Learn more 

Refer to the "Cards" section of the Readysell User's Guide to learn more.

Account Receivable Skills Test

• Entering a new customer payment 

• Entering and allocating a Customer Payment through Cards with 'Pay' button

• Entering a new customer payment through cards manually

• Manually invoicing one or more finalized sale shipments  

• Sending customer statements using an email batch

• Creating a new customer

• Creating a new supplier

• Creating a new manufacturer