Entering Payments / Deposits

How to enter a deposit or a payment on an invoice? Directly from a Work Order If you are taking a deposit or any payment, full or partial, on a work order: Click the grey Post to Invoice side bar

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Store Credit Refund

How to Return an Item for Store Credit If your store has a policy of in-store credits but no refunds do the following: Go to Main Menu > Invoice section > New Invoice. Enter the product or work order number of the

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Correcting Credit Card Payments

What do I do when I accidentally charged the full amount to a credit card when it should only have been half?

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Handling Layaways

My customer wants to make layaway payments on a purchase. I don’t want to put it through my accounts until the purchase has been paid in full. Here are the steps: Go to Main Menu > Invoice section > New Invoice.

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Invoice Data Entry Screen – Overview FR7

Creating a new invoice or clicking on Data Entry will take you to the Line Item Entry screen.

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Coupons vs Gift Certificates

We are redeeming customer coupons for $100. How do I make the invoice reflect the $100 savings? Answer: On the invoice, enter the coupon as a dollar discount, not a gift certificate payment. A gift certificate, gift card or store

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Quick Start Tutorial

For beginners, this is a step-by-step tutorial on how to fill out a work order and take it through to a sale. Create the Work Order Starting from the Main Menu, click on the New Work Order in the salmon

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Returning Retail Items to Inventory After a Refund

How to return a retail product to your inventory after a refund has been issued.

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How To Clear a Bad Debt and Reclaim Your Taxes

It happens to everyone now and then: a bad debt. An invoice from last year for which you have never received any payment and you know you never will. The big question is, how do you get it off your books,

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Receive Payment – Contacts File Tab

This tab is located at the bottom right of the Contacts file. Do NOT use this tab to issue Refunds or Store Credits*; it is only designed to receive payments from the customer. Enter the amounts to be paid by any of

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Invoices / Rewards – Contacts File Tab

This blue tab is located at the bottom of the Contacts file.

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Correcting a Discount

How do I fix the mistake of not giving a discount on a work order and I have already posted the invoice and paid my vendor taxes? Access: Invoice file > New Invoice Calculate the amount owed for the discount,

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Apply $ to Multiple Invoices – Invoice File

Take a single payment from a customer and apply it to any unpaid invoices.

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Tender Terms

There are certain terms in the Tender field which are important and should not be changed. Refund – Store Credit, creates a new record in the Gift Cert/Card file for the customer receiving the credit. Store Credit, Gift Card and Gift Certificate, when used in conjunction with

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Invoice Procedures – QUICK REFERENCE

Printer Friendly PDF Write an Invoice For Framing Jobs: Click on the Post to Invoice button (left side of the Work Order screen). Click Post Only button. The work order(s) will appear on the invoice. For retail Products only: Click

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