Managing Accounts Receivables Notes

Use Account Receivable Notes to keep a record of internal information regarding an AR account. For example, you can save information about an AR account's billing preferences, actions taken on an invoice, or special instructions on how to handle an account or invoice. You could also use it to record notes during telephone conversations, to record past history of issues, or just to log general information regarding the account.

With the AR Account Presentation page, the Notes notifications link will indicate the number of notes on the AR Account; click the Notes link to read the notes.

Adding AR Account Notes

1. From the OPERA Cloud menu, select Financials, select Accounts Receivable, and then select Manage Accounts Receivable.

2. Enter search criteria, click Search.

3. Select the AR Account in the search result, click I Want To..., Notes, or click the Notes link in Accounts Receivable Account Presentation.

4. Click New and complete the following:

   1. Type: Select a note type. For more information, see Configuring Note Types.

   2. Internal: Select this check box if the comment is to be treated as internal.

      Note:

      Internal notes are not output on stationery or on reports unless the report explicitly allows display of Internal Notes. You can uncheck this check box when Override Internal is selected in the note type configuration.

   3. Title: Enter a summary title for the note (will default based on note type but can be updated).

   4. Comment: Enter or paste the note details; a maximum of 2000 characters (single byte) is supported.

5. Click Save or click Save and Continue to add another note.

Updating AR Account Notes

1. From the OPERA Cloud menu, select Financials, select Accounts Receivable, and then select Manage Accounts Receivable.

2. Enter search criteria, click Search.

3. Select the AR Account in the search result, then click I Want To. . ., and select Notes, or click the Notes link in Accounts Receivable Account Presentation.

4. Select the note , then click + to expand the card to read the note comments.

5. Click the vertical ellipsis Actions menu and select Edit.

6. Update the note details.

7. Click Save.

Deleting AR Account Notes

1. From the OPERA Cloud menu, select Financials, select Accounts Receivable, and then select Manage Accounts Receivable.

2. Enter search criteria, click Search.

3. Select the AR Account in the search result, then click I Want To. . ., and select Notes, or click the Notes link in Accounts Receivable Account Presentation.

4. Click the vertical ellipsis Actions menu and select Delete.

5. Click Delete to confirm.