Course curriculum
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1
Financial Operations
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Understanding the Aging Summary by Account Report in ARC
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AR Management and Proactive Communication
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How to Communicate with Clients at Different Stages of Overdue Payments
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Handling Client Responses to Missed Payments
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Next Steps for Missed Payments
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Managing Bad Debt
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How to Add or Update a Client Payment Method in ARC
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How to Edit or Delete a Client Payment Method in ARC
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How to Navigate the Invoices Tab in an Account
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How to Navigate the Payments Tab in an Account
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How to Manually Process a Credit Card Payment
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How to Review the P&L Report
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How to Run and Understand the Commission Report
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How to Run and Review the Renewal Report
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How to Prepare, Conduct, and Follow Up on a Renewal Meeting
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How to Respond to a Cancellation Request
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How to Process a Cancellation Request in ARC
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How to Process an Opt Out Cancellation Request
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