AR Aging

Process Description:

The agency A/R provides a quick summary of the agencies balances broken down into current, over 30, 60, 90, or 120 days. The credit limit displays any limits set for an agency, 0 is null and means there is no limit for the agency. The A/R grid is view only. The balances here can be affected by changes made to confirmed orders and credit memos using the Hamburger Menu and selecting the action that needs completed.

Process:

The Edit option opens the Agency application of P2 and allow information such as contacts/addresses to be edited, deactivated or added.

The = hamburger allows information about the agency to be displayed, edited or added. Select a field such as Orders and the Open Orders page displays all orders for the agency. 

If you have an agency debt that needs written off it is done through Agency Payments as a 2 step process.