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How Do I... |
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Add a New Miscellaneous, Charge, or Comment Item Code On the Fly |
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Enter Sales Order/Invoice and A/R Cash Receipts/Invoice Credit Card Information |
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Use Repetitive Invoice Entry to create and maintain repetitive invoices for receivable items such as rent or service contracts. After the items are set up, they can be selected as necessary and transferred to Invoice Data Entry automatically for processing. Each time a repetitive invoice is processed, the last billed date on file for the invoice is updated.
When entering a new repetitive invoice, you can copy information from an existing customer's repetitive invoice to the new one.
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If the Allow Credit Cards / ACH Payments check box is selected in Accounts Receivable Options, the Payment tab appears allowing you to enter information pertaining to a credit card or ACH payment account. You can also clear default payment information and access Paya Exchange to enter and store payment account information.
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If the Job Cost module is integrated with Accounts Receivable, use Repetitive Invoice Entry to create and maintain a file of recurring invoices for job-related receivable items such as rent or service contracts. Also, do monthly and quarterly service-type billing, which must be done to track profit for service-type jobs. Repetitive invoicing for jobs does not allow for retention entries. Customer numbers are assigned to a job in Job Masterfile Maintenance.
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1. Header |
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2. Lines |
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Tax Class | |
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3. Totals |
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4. Payment |
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