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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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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How to Clear an Unpaid Invoice from Accounts Receivable & Reclaim the Taxes

Basically, you will do two things. 1) You will need to take a payment (Credit Memo) on the old invoice to get it to a zero balance. This will clear it from your Accounts Receivable. 2) Create a new invoice

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Issuing Refunds

How to issue a refund.

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How to Enter a Deposit Without Creating an Invoice

How to enter a deposit without creating a sale invoice.

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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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