-
Booking Payment Methods can be set up at Setup / A/R / Booking Payment Methods . These Booking Payment Methods can be selected from the Planned Booking Payment Method drop-down on the Add Booking window to note how the Customer plans t...
-
This area is used to create a file to export the ACH settlement checks for Grain which have not been exported. When processing Grain ACH payments, an ACH file in the format set up at Accounting / Preferences will be produced. This is found at ...
-
When the Customer has a credit Regular balance, a refund check may be written to them with the following procedure. Go to Accounting / A/R / Payments and select Add to choose the Customer who will be receiving a refund check. Alternatively, go...
-
Void If a payment entered in the current fiscal month was entered incorrectly, the payment may be voided. This is done from A/R / Payments by selecting the payment and then choosing Void . Voiding a payment removes the payment from the Custo...
-
The names of the methods of payment available at the Customer Payment on Account screen are set up in the Pay Methods area at Setup / A/R . Indicate the General Ledger Account where each type of payment should post for each Location. New Pay Me...
-
When a group of Customers are billed repeatedly for the same type of Product or service, a recurring Invoice may be added to increase the efficiency of entering those repetitive Invoices. Recurring Invoices are set up at Setup / A/R / Recurring I...
-
Easily reprint a group of Customer Invoices without having to select each Invoice manually at A/R / Batch Print Invoices . Additionally, Invoices can be exported to a PDF or, if the CRM module is used, the batch can be emailed.
Use the filte...
-
Sometimes inventory Products get used by the company. It is important to get this Product out of the inventory and into the expense account. Verify a Customer exists for the transaction. This could be the company name or a generic Company Use Cust...
-
Sometimes donations of products are given to certain organizations. The donated Product must be removed from the inventory, and the amount of the donation should be recorded in the General Ledger. Verify a Customer exists for the transaction. The ...
-
When the Print Package Units and Manufacturer on Invoice option is selected on the G/L Posting tab at Accounting / Setup / Inventory Department , the package units and manufacturer prints on Invoices. Because the setting is at the Inventory D...