AR Management

• Getting Started Introduces users to the Accounts Receivable module, key concepts, user roles, and initial setup requirements.
• Configuration and Set-Up Explains how to prepare your Lumary instance and data for AR processing, including settings, templates, and accountin...
• Creating and Managing Invoices Covers all aspects of invoice generation, delivery, and customisation.
• Managing Payments, Credits, and Refunds Explains how to apply payments, issue credits, manage refunds, and reconcile payments to invoices.

Supported products

• Lumary DC Lumary Disability Connect (DC).
• Lumary AC Lumary Aged Care (AC).
• Lumary CM Lumary Care Management (CM).