Updated Articles

  1. Configuring the Deposit Line Item Code

    Last Updated: 10/09/2025 in Line Item Codes (Items & Services)
    Presents information on how to configure a line item code to represent deposits.

  2. Handling Customer Deposits

    Last Updated: 10/09/2025 in Invoicing Invoice Management
    Provides information about how to work with customer deposits, including creating deposit invoices and reversing deposits with revenue-recognition invoices.

  3. Assigning Customer Discounts

    Last Updated: 10/09/2025 in Pricing, Rates, and Commissions Pricing
    Provides an explanation and steps for setting up various customer discounts.

  4. Automating Receipt Notifications

    Last Updated: 10/08/2025 in Accounts Receivable Payments From Customers
    Explains how to automate receipt notifications or send them manually.

  5. Customer Pay Now Workflow for ACH Payment

    Last Updated: 10/08/2025 in Accounts Receivable Credit Card and ACH Payment Processing ACH Workflows
    An ACH payment workflow added to Invoice correspondence.

  6. Customer Pay Now Workflow for Credit Card Payment

    Last Updated: 10/08/2025 in aACE System & User Setup Email and Mailgun aACE Data Interchange (ADI)
    A Credit Card payment workflow added to Invoice correspondence.

  7. Working with Test Mode to Learn About Credit Card Processing

    Last Updated: 10/02/2025 in Third Party Integrations Payment Processing
    Provides recommendations and steps for using tests to get more familiar with the payment processor's functionality.

  8. Configuring the ADS Manager

    Last Updated: 09/26/2025 in Third Party Integrations Data Visualization
    To access the ADS Manager from the Main Menu, Go to System Admin > ADS Manager. The aACE Data Service Manager window is where you configure the service.     In the General Settings area, the Web Service URL is the end point.   The ADS...

  9. Troubleshooting DayBack Calendar Errors

    Last Updated: 09/18/2025 in Third Party Integrations Calendar DayBack
    Provides a link to DayBack Calendar customer support for difficulties with this 3rd-party software.

  10. Troubleshooting Global Payments Integrated Errors

    Last Updated: 09/15/2025 in Third Party Integrations Payment Processing Global Payments Integrated
    Provides information about resolving issues with Global Payments Integrated software (previously OpenEdge).
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