Course curriculum

  • 1

    Financial Operations

    • Understanding the Aging Summary by Account Report in ARC

    • AR Management and Proactive Communication

    • How to Communicate with Clients at Different Stages of Overdue Payments

    • Handling Client Responses to Missed Payments

    • Next Steps for Missed Payments

    • Managing Bad Debt

    • How to Add or Update a Client Payment Method in ARC

    • How to Edit or Delete a Client Payment Method in ARC

    • How to Navigate the Invoices Tab in an Account

    • How to Navigate the Payments Tab in an Account

    • How to Manually Process a Credit Card Payment

    • How to Review the P&L Report

    • How to Run and Understand the Commission Report

    • How to Run and Review the Renewal Report

    • How to Prepare, Conduct, and Follow Up on a Renewal Meeting

    • How to Respond to a Cancellation Request

    • How to Process a Cancellation Request in ARC

    • How to Process an Opt Out Cancellation Request