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Presents steps for entering customer payments from three modules: Orders, Invoices, and Receipts.
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Created On: 06/02/2022
in Accounts Payable
Provides information about using the adjustment field for discounts-taken.
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Presents information on how to use progress billing to invoice customers for milestones achieved.
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Explains how to apply an existing customer credit to a new order.
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Provides an overview of setting up your system for credit card payments and processing these payments.
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Provides steps to clear an incomplete credit card transaction.
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Provides steps for receiving customer payments using credit cards and debit cards.
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Provides steps for using ACH processing for payment on an order.
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Provides steps to add a credit card without processing an actual charge to it.
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Details steps for deleting credit card information and for re-assigning a card to a different company record.