-
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 ...
-
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 Inv...
-
Easily reprint a group of Customer Invoices without having to select each Invoice manually at A/R / Batch Print Invoices .
Use the filters and sorting options to help define the specific Invoices to print.
...
-
This function at A/R / Reconcile Credit Invoices allows Credit Invoices and/or Unapplied Cash to easily be applied against open Invoices. It can be run at any time during the month and multiple times if desired. It is recommended to use this utili...
-
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 Charges,...
-
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 ...