TBA Foundation · Lesson 5 of 9 · about 2 hours
After this lesson you can #
- Find a client and add one without creating a duplicate.
- Explain what payment terms do.
- Record conversations in comms and send a statement.
- Read the AR Aging report to decide who to call.
Why it matters #
Clients are the center of the selling side. A clean client record means correct invoices, clear statements, and fast collections.
Read #
- Client Overview
- Clients articles (comms and statements)
- Client Average Days to Pay
The big picture #
Search with Find before adding. A client’s terms (for example Net 30) set the due date on their invoices. Comms keeps the history of notes, calls and emails. A statement shows what the client was charged, what they paid, and what they still owe for a period. The AR Aging report groups unpaid invoices by how overdue they are, so you can start your collection calls with the oldest. Salespeople on a client say who gets credit for sales to that client.
Try it #
- Search for a client by a few letters of the name. Add a note in comms.
- Run AR Aging. Which three clients would you call first, and why?
- Open a client statement for last month.
Check yourself #
Can you say what Net 30 means and which invoices you would chase first? A practice quiz and certification exams are planned for a later release.
