Course Objective

Do you need to learn NetSuite accounts receivable (AR) processes and tasks? Will short tutorials help you be more effective on the job?

Using Accounts Receivable includes 23 video tutorials, each about 10 minutes in length. Each tutorial illustrates how to complete a specific AR task in NetSuite. You can select which tutorials to watch for just-in-time training or you can complete all of the tutorials for a comprehensive training experience.

Expert NetSuite instructors walk you through each AR process step-by-step. Along the way, recommended tips, best practices, and key points are shared to make sure you use NetSuite most effectively. Downloadable Quick Reference Guides are also included with most tutorials so you have step-by-step instructions for later reference.

Once you are enrolled in the course, you will have access for 90 days, giving you time to complete the training as you need it.

This course is right for you if you...

  • Are responsible for performing AR tasks, such as managing customers and sales, processing payments and credits, managing return authorisations, billing schedules and monthly activities, and more.
  • Are responsible for generating AR reports and standard sales reports.

Accounts Receivable Tasks:

  • 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 Authorisation (RMA)
  • Approving a Return Authorisation
  • Setting up Billing Schedule
  • Committing Revenue for a Sales Order
  • Generating Customer Statements
  • Navigating NetSuite Reports
  • Generating Sales Order Reports
  • Generating Return Authorisation Reports
  • Generating Open Invoices Report
  • Generating Transaction Detail Report
  • Generating Customer/Receivables Reports

Duration: ½ day
Price: $400 USD

View the Course Data Sheet

View the Course Schedule

CPE Sponsors

CPE credits

CPE credits are available for NetSuite courses.
Check out our CPE list for details.

Sales Chat

Interested in growing your business with NetSuite?

Start chat