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Accounts Receivable overview

The Accounts Receivable (AR) module manages customers, non-contract invoices, cash receipts, credit notes, statements, and related AR tools in Vista.

Typical flow​

  1. Configure AR Company Parameters and receivable types.
  2. Set up customers in AR Customers.
  3. Enter miscellaneous (non-job / non-service) invoices in AR Invoice Entry, or receive contract/service billing from other modules.
  4. Apply payments in AR Cash Receipts.
  5. Deliver customer statements and manage credit notes as needed.

Before you use AR​

  • AR Company Parameters are configured (defaults, audit options, email settings).
  • Receivable types and customers exist.
  • Email settings and customer statement recipients are set if you email statements.