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The dealer might create a Booking without taking money for a couple of reasons. Perhaps the product is spoken for but the customer will prepay later. Sometimes the dealer gives special pricing for early orders to aid in the ordering process from the...
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In this case, the customer pays a certain amount of money but not for specific items. Special pricing is given on the products when the prepay money is used. Have an item in the inventory called Prepaid Product. In this case, the generic item is us...
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When receiving money from the Customer, it may be applied against specific Invoices or against Invoices as they are sorted in the grid. Select Add a Payment on Account shortcut icon. Select the customer whose account is to be affected. Notice t...
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The Discount feature may be used for one of two reasons: The Customer is taking advantage of an early pay discount that was offered. Writing off a small under (or over) payment by using the Discount feature. The discounts allowed at invoici...
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This method is often used when the dealer wants to avoid the bookkeeping chore of setting, applying, and tracking special prepay pricing. This option takes the prepay dollars and adds interest at the time the payment is taken. The product is then bi...
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Prepay a portion of a Booking to lock in a price using those dollars proportionately when Invoicing. Go to A/R / Product Bookings and choose Add . If the prepaid products are to be used only on specific fields, then they should be booked ...
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There are two situations regarding taking Prepay money: The Customer is paying for an existing unpaid Booking. The Booking needs to be recorded along with the Prepay money. This is approached by adding a Booking. Take Prepay for an Existing Boo...
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To report sales to Smart Potatoes you need to do the following setup: At Hub / Setup / Preferences / Customers set a cross reference for Smart Potato ID. At Hub / Setup / Preferences / Customers set a customer classification for Smart Potato....
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Unapplied Cash is a separate customer balance intended to hold payments that are not ready to be applied. At the time a Payment is saved, if the Payment Amount entered in the top portion of the screen exceeds the total of the selected Invoices in...
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Customers sometimes request that Unapplied Cash on their account be applied to a different customer’s account such as a farm or a relative’s account. At the Customer Payment on Accounts screen found at A/R / Payments / Add , select the customer...