Articles
Include Logo on Transactional Documents and Reports
A company logo may be added to the following types of documents:
AP - ACH Payment Advice
AR Invoice
AR Statement
Booking Contract
Booking Document
Budget Billing Statement
Deferred Payment Contract
Purchase Contract
Pur...
Interpreting Pricing Level Data in Grower Table
What does the data under the pricing column in the grower table mean? If it is a -1, then the customer has a blank pricing level. If it is a 0, then the customer has a pricing level of list price. If it is a 1, 2, 3, etc., then it is using the p...
Difference Between Balance Due and Aging on Customer Statement
The Customer Statement shows a different balance due than the aging on the statement. The Statement shows a balance due of $0.00, but the aging on the statement shows $75.00 in the Over 30 column.
In this case, there is probably an Invoice th...
A/R FAQs
Q. When entering invoices, a warning or stop message displays indicating past due invoices although there are no open invoices for the selected customer. A. The invoice warning may be the result of a recurring invoice saved for the customer a...
Multiple Salespeople in Agvance
Setup By Customer By Department Multiple salespeople can be added to a Customer profile in Agvance. Selecting Sales. Overrides on the Customer Profile tab opens the Department Salesperson Overrides window. Here, all departments ar...
Accounting Financing Tool Integration
The Accounting Financing Tool can be found under the A/R menu gives the ability to import loan information, take loan payments, apply loan funds to Invoices and Bookings, and run reports. This tool currently works with ProPartners Funding. Re...