Great choice—this is one of the most valuable pages you can add. It turns all that detailed material into something new staff can actually remember and use.

I built this directly from your workflow, posting rules, closing process, and troubleshooting sections.

Top 10 A/R Mistakes to Avoid (MLS 2026)

These are the most common mistakes that cause confusion, incorrect balances, and extra work. Avoiding them will keep your Accounts Receivable accurate and easy to manage.

1. Forgetting to Select Process

What happens

•Nothing is saved

•Payments or charges are lost

How to avoid it

👉 Always click Process before leaving the posting screen

2. Not Reducing Available Funds to Zero

What happens

•Payments are not fully applied

•Credits are left unintentionally

How to avoid it

👉 Before processing, make sure Available Funds = 0

3. Posting to the Wrong Account

What happens

•Balances appear under the wrong client

•Time-consuming corrections required

How to avoid it

👉 Always verify:

•Account number

•Client name at the top of the screen

4. Not Setting Up the A/R Account First

What happens

•Workorders do not transfer correctly

•Balances appear “missing”

How to avoid it

👉 Create the A/R account before closing a workorder with a balance due

5. Missing Alternate Billing (Non-Service Accounts)

What happens

•Charges go to the wrong account—or nowhere

How to avoid it

👉 For warranty or third-party billing:

•Enter the A/R number in Alternate Billing

6. Delaying Period Closing

What happens

•Statements don’t match records

•Completed items disappear without ever appearing on a statement

How to avoid it

👉 Always:

•Print statements

•Then close immediately

7. Using the Wrong Method to Post Credits

What happens

•Financial reports become inaccurate

•Parts/labor/profit are not adjusted correctly

How to avoid it

👉 Use a Credit Invoice whenever possible

👉 Avoid direct negative A/R charges unless necessary

8. Not Following Up on Overdue Accounts

What happens

•Small problems become large balances

•Cash flow suffers

How to avoid it

👉 Review overdue accounts weekly

👉 Record notes and follow up consistently

9. Not Flagging Problem Accounts

What happens

•Repeat non-paying clients continue to receive service

•Losses increase over time

How to avoid it

👉 Set Flag = HOLD for:

•Write-offs

•Chronic late payers

10. Ignoring Out-of-Balance Conditions

What happens

•A/R totals don’t match the General Ledger

•Reporting becomes unreliable

How to avoid it

👉 When something looks wrong:

•Run Transaction Report (wide date range)

•Look for missing cycles or old transactions

•Fix and close the period

Quick Rule to Remember

👉 If something looks wrong, don’t ignore it. Fix it immediately.

Most A/R problems are small at first—and much harder to fix later.Enter topic text here.