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Accountant Resource Center

Tools for growing a successful bill payment and receivables practice


Client Workshop - Accounts Receivable

After you've set up your client's account, you'll meet with them for a training workshop. 

This presentation is designed for you to present to your client and their staff in a virtual or in-person workshop. You can customize it with your logo and tweak it for their unique needs.

To ensure the training goes smoothly, we recommend that you:

  • Set up the account beforehand so you can demo using their account.
  • Schedule about 60 minutes with staff and appropriate managers to show them the workflow and answer questions.

During the workshop:

  • Assign roles and train client staff to use the system.
  • Demonstrate workflow using their account.

Download Presentation (PPTX)

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