Special AR Situations

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 that a customer exists for the transaction....

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...

There are multiple gift certificate scenarios and each one is handled differently depending on several factors such as how the gift certificates were obtained by the customer and how the gift certificate activity is tracked in Agvance. In one scena...

For companies using the Blending module, this is another option for affecting inventory as product is delivered. Like Delivery Tickets, Blend Tickets have a  Loaded status that can be set directly on the Blend Ticket or can be set by several&n...

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. ...

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 / Recurrin...

If a check is received from a customer and it is returned due to insufficient funds (NSF), there are a few possible solutions in Agvance. If the Payment was taken in the current month, simply void the payment. If the Payment has already been depos...

Print Method on Invoice Various invoice roll-up print methods are available on the invoice itself before the document has been saved. There is a Print Method drop-down menu with the following selections:  No Roll up – Print th...

When creating an Invoice, the products may be reordered for printing or roll ups. On the Add Invoice window, right-click a product in the Product Name  column and choose  Reorder Products . The ReOrder Product Line Items window d...