-
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...
-
Finance Charges, although calculated automatically, may be monitored very closely as they post. Because this function generates an Invoice, a Product must be in the inventory for this purpose (generally called Finance Charge). Open Finance Charge...
-
Print the setup details of any existing discount programs. Select Programs – Select one or more of the established programs if the report should be limited to specific programs, or run the report for All programs. Setup Disc. – Add new D...
-
Found at A/R / Manage Discount Programs / Program Reconciliation , the Program Reconciliation report can be used to quickly evaluate a customer’s account in regards to discount programs. It allows the customer account to be evaluated showing where ...
-
A Statement may be used to summarize or monitor a customer’s business by month or year. It can also be used to help reconcile accounts at the end of the season and to Invoice/credit discounts to customers. Stmt. Customer – This allows specifi...
-
Go to the Payment on Account screen ( Accounting / A/R / Payments or by selecting the Payment on Account shortcut) for the customer who has the Unapplied Cash balance. Enter a negative amount in the Payment Amount field for the amount being...
-
Go to the Payment on Accounts screen, and select the Customer. Enter the amount of Unapplied Cash to write off in the Discount Amount field as a negative number. Enter a different account in the Disc Acct field if an account different from t...
-
This utility, found under the A/R menu, was designed to automatically write off small balances from Customer accounts. Prior to using this utility, the Maximum A/R Balance to Write Off must be established for each Location using the utility. T...
-
There are a few approaches to writing off all or a portion of a Customer balance - using the Write Off utility, using Pay Methods, and using Discounts.
Payment Method Setup
Setting up a Pay Method is recommended for writing off Customer ba...