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The optional Tax Code Adjustments allow State, County, Municipal, etc. tax codes to be defined and to have them accessible at the invoicing screen as needed. Important: Once Tax Code Adjustment defaults are established at Accounting / S...
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When importing Field Plans into a Booking, an option to not combine like items can be selected on the Import Plans / Sales Orders window. If this option is selected, the Products will display in the order they were entered on the Field Plans.
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A Down Payment type Booking is one in which the Customer will pay a percentage of total dollars booked, a dollar amount per units booked, or a flat dollar amount down on a Booking, with the remaining amount never to be paid. This type of Booking...
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Q. While adding a Blend Ticket, Field Plan, or Sales Order the price does not show up for a product just added.
A. A List Price needs to be added for the Product at Accounting / File / Open / Products or at Hub / File / O...
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To enter Bookings for generic Prepay, the Generic Prepay Types must be set up at Setup / A/R / Generic Prepay Types . Description – Enter the name of the Generic Prepay. This is the name that displays in the drop-down menu to se...
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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. Alternativel...
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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...
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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...
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Sometimes the following Accounts Receivable situation can occur.
A Customer orders Product which will be paid for by an outside finance company, but the payments will not be processed directly through an interface such as JDF Multi-Use. The fin...
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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...