Best Practice Mini-Courses

Prerequisite: Students must have had previous Artsystems Software experience or formal training to register for this course.

1. Enter Consigned Work record
   • Enter all financial fields on the Work record
   • Enter related expenses
   • Make Work Receipt Transaction if required
   • Due to Consigner field in List view

2. Make Invoice Transasction
   • Add Tax
   • Add additional expenses to Invoice
   • View Document
   • Print / Email
   • Run A/R (Accounts Receivable) report
   • Run A/P (Accounts Payable) report
   • Run Consignor report
   • Administrative Option: 'payable when received in full'

3. Receive Payment on an Invoice
   • Adding Amount Received / Making Partial or Full Payment
   • View Document
   • Print / Email
   • See Contact Statistics and Balances
   • Run Financial Customer Statement
   • Ship work to the buyer — Create Shipment transaction or select Ôø‡Ôø‡Ôø‡ShippedÔø‡Ôø‡Ôø‡ field on Invoice

4. Make Payment to Consignor
   • Run Financial Consignor Statement
   • Adding Amount Received / Making Partial or Full Payment

5. Finding Financial Information
   • Transactions List View / View Sets / Sort Order
   • Contacts Statistics / What do they mean?

6. Other Transactions
   • What happens when Sold work is returned or traded
   • How to process layaway transactions
   • What happens with Returns / How to Make Credit Memo
   • Can credit apply to new Invoice?

7. Review and Answering Questions

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