Main Menu Selections

The BasicBooks Accounts Receivable Main Menu (Fig. ) is the starting point for accessing all functions in accounts receivable. This chapter explains each of the Main Menu options and their sub-menus.

The normal procedure for using BasicBooks Accounts Receivable is:

1. Set up the required sales accounts, bank accounts, and accounts receivable account numbers in the BasicBooks General Ledger before running BBAR. (See instructions above.)
2. Set up the Accounts Receivable Control File (Fig.) under the Company Files menu. (This must be done the first time the program is run. It may be changed at any time.)
3. Create New Customer Records (Fig.) under the Customer Database menu.
4. Enter New Invoices (Fig. ) under the Invoice Selections menu.
5. Enter New Payments (Fig. ) received from customers under the Payment Selections menu.
6. Create credit adjustments (Fig. for customers under the Credit Selections menu whenever and as often as needed.
7. Send statements to customers using the Prepare Statements (Fig. ) option under the A/R Report Selections menu.
8. Journalize (transfer data to the BasicBooks General Ledger) periodically under the Invoice Selections and Credit Selections menus.
9. Run reports from any Main Menu option as often as needed.

Figure: BasicBooks Accounts Receivable Main Menu