Search Knowledge Base Articles

  • Understanding the customer payments page.

    2022-09-25 21:43:49
    Here you will be able to see all payments that have been made, you will be able to sort by status as well. You can also view unpaid invoices. To get to the customer payments page from the left-side of the dashboard click on “paym...

  • How do I add a customer payment?

    2022-09-28 09:03:29
    There are two ways you can go about adding a customer payment. Method 1: If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click o...

  • How do I send a payment receipt to a customer?

    2022-09-28 09:23:59
    If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click on “accounts receivable” and then click on “customer.”...

  • How do I view customer payment details?

    2022-09-28 13:53:50
    If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click on “accounts receivable” and then click on “customer.”...

  • How do I give a full refund to a customer?

    2022-09-28 14:22:35
    If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click on “accounts payable” and then click on “customer,” and then cli...

  • How do I receive a vendor payment?

    2022-09-28 14:22:35
    If you’re not already there navigate to the “receive manufacturer payment” page by clicking on “payments,” then “accounts receivable,” then “vendor,” then “receive payment.”...

  • Understanding the manufacturer refund payment history page.

    2022-09-29 14:09:17
    If you’re not already there, navigate to the “receive manufacturer payment” page by clicking on “payments,” then “accounts receivable,” then “vendor,” then “payment history.”...

  • How do I add a new expense type?

    2022-09-30 09:34:41
    Navigate to the “settings” menu on the left side of your dashboard. Then you will click on &#8220...

  • How do I delete an expense type?

    2022-09-30 09:36:19
    Navigate to the “settings” menu on the left-side of your dashboard. Then you will click on &#8220...

  • Can I change an expense to a location expense after it has been created?

    2022-10-03 10:08:39
    If you’re not already on the “expenses” page, navigate there from the dashboard by clicking on “payments,” then “accounts payable,” and then click on “expense payments.”...

  • How do I set a default amount for an expense account.

    2022-10-03 10:12:16
    Navigate to the “settings” menu on the right side of your dashboard. Then you will click on “system lists,” then “payment/expense lists,” then “expenses list.”...

  • How do I add/delete a payment method?

    2022-10-04 09:36:50
    To Add a Payment Method: Navigate to the “settings” menu on the left-side of your dashboard....

  • How do I add/remove an account?

    2022-10-04 09:51:47
    Navigate to the “settings” menu on the left-side of your dashboard. Then you will click on the...