Updated Articles

  1. Sales Analysis Report

    The Sales Analysis report, found at Accounting / Accounting Reports / Accounts Receivable / Sales  is commonly used to view Sales for Customers, Products, and/or Fields based on a wide variety of filtering options. The report also allows for...
  2. Difference Between Balance Due and Aging on Customer Statement

    The Customer Statement shows a different balance due than the aging on the statement. The Statement shows a balance due of $0.00, but the aging on the statement shows $75.00 in the Over 30 column. In this case, there is probably an Invoice th...
  3. Handling Gift Certificates

    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 s...
  4. Company Use of Inventory Products

    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...
  5. Donating Product

    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 a Customer exists for the transaction. The ...
  6. Handling NSF Checks

    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 d...
  7. Roll-up Invoice Printout

    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 the invoice...
  8. Reordering Products on an Invoice

    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 displays....
  9. Batch Print Invoices

    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. ...
  10. Recurring Invoices

    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 I...