A/R Payment

When payments are collected by campus accounting, they send a report to the college accountant who then posts A/R Payments in VetView. These payments affect the client's A/R balance, like regular payments, but they are not recorded in a cash register, and they are not included on the register Bank Deposit report.

Send an order balance to accounts receivable

When an order is closed, if the balance is not fully settled at the time of closing, the remaining balance will be 'Sent to A/R'.  This is a step that is taken after the order is closed using the following screen.

Accounting screen → A/R Credits/Debits tab → Closed Orders with Balance subtab

The date search field will default to the current date, and all orders that were closed on the current date, with an open balance, will be listed in the search results.  By selecting the 'Send Pending' button, the order in the search results will be marked as 'Sent', and they will appear on the 'Closed Orders with Open Balance' list, and 'A/R Transmittal' report, which will print when the 'Send Pending' button is clicked, or they can be printed independently using the 'Print List' or 'Print Transmittal' button.

1. When the 'Send Pending' button is clicked,
2. The order open balance will be reported to accounts payable via the 'A/R Transmittal' report.

Post an A/R Payment

Accounting screen → A/R Payments tab

When payments are received by campus accounting, the client's account in VetView must be updated to reflect the payment.  Based on a report sent from campus accounting, A/R Payments are posted using the this screen.  These payments reduce the client's A/R balance, but are not captured by a cash register, and are not included in the register's bank deposit report.

1. Select the client.
2. Enter the payment amount and transaction number.
3. The client's orders with open balances will be listed.  Enter the payment amount for each order.
4. Click the 'Post Payments' button to complete the transaction.
5. Multiple clients, with multiple open balances, can be posted at the same time.