Menu Path from Main Menu

M - A

Overview

From the Accounts Receivable menu, you can manage all aspects of AR in Orion, such as:

• Payments

• Deposits

• Refunds

• Voiding a Payment

• Ledger Entries

• Account Statements

• Finance Charges

• Printing labels for customers with an AR balance

Function Key

Description

F1 - Apply a Payment or Deposit 

Apply a payment or deposit to an account

F2 - Apply a Payment by Invoice # 

Apply a payment to a specific invoice number

F3 - Refund a Deposit on Account 

Refund a deposit on account

F6 - Change a Check Payment to NSF 

Void a payment by check by marking it as Non-Sufficient-Funds (NSF)

F7 - Change a Wire Transfer Payment to UAF 

Void a payment by wire transfer by marking it as Unavailable Funds (UAF)

F10 - Void a Payment 

Void a previously made payment

X - Void an XCharge Payment 

Void a payment made through XCharge

Z - Void a Deposit Usage 

Void a payment by a deposit on account

F4 - Ledger Entry 

Apply a Finance Charge or a Returned Check Fee

Establish the Previous Balance on an account

F5 - Statement of Account Printing 

Generate Statements of Account

F8 - On-Screen Account Listing 

Display

• All customer accounts

• All accounts with an AR balance

• All accounts with either a deposit or credit on their account 

F9 - Auto-Assess Finance Charges 

Automatically assess Finance Charges

F11 - Collections Worksheet 

Print a report listing all accounts with an outstanding charge or balance

L - Print Address Labels 

Print address labels for all customers with an AR balance