New Articles

  1. Adding General Ledger Accounts

    General Ledger Accounts can be added at Accounting / File / Open / G/L Accounts or by selecting the yellow File Folder and choosing G/L Accounts . Select Add on the Select a G/L Account window.   Profile The ...
  2. Prepay Specific Products

    The customer selects and books products to get special, lower prices locked in for those items in exchange for prepaying before the application season. In reality, there are usually some substitutions in season, but, in general, the cu...
  3. ACH Payments

    Some Customers may choose to have payments directly paid from their checking accounts. This function allows the payments to be entered in Agvance and an ACH file to be created to withdraw the amounts from customer bank accounts. Setup for the ACH fi...
  4. Payment on Accounts

    Record Customer payments and adjustments updates Customer A/R balances and affects the General Ledger.                     Money received from customers on account is handled at the Payment on Account screen which is acc...
  5. Payment Devices

    Moneris PIN Pad devices may be added, edited, and deleted at Accounting / Setup / A/R / Payment Devices . ...
  6. Payments

  7. Transfer Customer Prepay

    When the billing season ends, there are different options available for handling money left in Customer Prepay accounts, including: Allow the balance to remain in the Customer’s Prepay so that it may be used on future Invoices ...
  8. Customer Setup

    Add Customers by going to File / Open / Customers and selecting Add . Profile Customer ID – Enter a unique ID consisting of up to six characters. The ID is used throughout the Agvance modules to call up or refer to t...
  9. Customers

  10. Void or Reverse an Invoice

    Void an Invoice               Invoices saved in the current fiscal month may be voided from A/R / Invoices by selecting the Invoice and then choosing Void . If an Invoice was saved in a prior fiscal month, the vo...