: Real-time inventory updates occur as sales are processed at the POS.
Accounts Receivable (AR) is primarily driven by client billing. When a project reaches a billing milestone, the system can automatically generate a draft invoice based on the job’s budget and actual costs. Review the draft in the AR Billing module. Once confirmed, the invoice is posted to the General Ledger, and a PDF is generated for the client. When you receive payment, go to the Cash Receipts section. Select the client, enter the payment amount, and apply it to the specific outstanding invoices. This keeps your aging reports accurate and helps track client credit limits. Bank Reconciliation and Cash Management visual dolphin accounting software tutorial
Manages vendor obligations, tracks discount opportunities, and handles "Advance Allocation" to match prepayments with outstanding invoices. Accounts Receivable (AR): : Real-time inventory updates occur as sales are
Visual Dolphin automates the lifecycle of your transactions to reduce manual entry errors. Review the draft in the AR Billing module