Sales invoicing
It should be noted that most Campus Services sales invoices are now raised in the Kinetic system; enquires about this should be made to Chris Fewins on ext. 3145.
Creating a new customer account
If you are using a new customer then a customer account will need to be created in Aptos before you are able to raise a Sales Invoice. To request the creation of a new customer account, please complete the online AR Customer Details (New/Amend) Request form. The details you enter into this form will then be forwarded to the Accounts Receivable team who will set up a new customer on your behalf.
When requesting a new customer account please ensure that you give the correct Name & Address for the supplier avoiding where possible abbreviations that are not normally recognised such as BT or RNLI etc. Also please ensure that you do not give the name of a person acting on behalf of a company as the account name. If the customer fails to pay resulting in legal proceedings, then the Accounts Receivable team need to be sure that they have the correct information including correct company/personal name including spellings.
Amending customer account details
If you wish to amend the details of an existing customer account then you should also complete the online AR Customer Details (New/Amend) Request form ensuring that you enter their current customer account code in the ‘Customer Number’ box. The details you enter into this form will then be forwarded to the Accounts Receivable team who will amend the customer account details on your behalf.
Reviewing customer account details
You are able to check the details of a customer account using the ‘Customer Enquiry’ screen in Aptos (found under Account Receivable -> Debtor Management -> Customer Enquiry). For further information please refer to the Aptos Training notes.
