Table of Contents
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- email individual invoices
- email all open invoices
- Filter dates to find some invoices and email only those
- Email a statement
- Print an Activity statement based on the filters chosen
- Multi-select (hold down CNTRL or SHIFT) then rightclick to calculate $ amount of selected journals
Review who to talk to on the Debtor
Call and track the conversation / emails via
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Correspondence on any transaction
From the invoice (it will show in other places)
or
View Correspondence on the
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customer - covers all correspondence across all transactions
Entering Payments
There are a number of ways of entering payments into the system
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By uploading the bank statement
See Bank Accounts - Creating and Managing Bank AccountsManaging#Uploadingthebankstatement-tofindthematchesquickly
Manually - entering multiple payments for the same date
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When entering multiple transactions and you do not want to clear some of the choices - select which should not be cleared. |
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Note that the "Don't Clear Date" option will only show if the date is different to Today |
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Credit card numbers are never stored in the system - they are passed to eway or other credit card gateway |
eWay payments are batched to simplify the Bank Reconciliation
See also Bank Accounts - Creating and Managing Bank Accounts
Credit Card Refunds using eWay
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When a debtor is taken off stop supply - the sales rep will receive an automatic email with the subject line "Customer xxxxxxx has been taken off stop supply" |
Uploading Large Remittance Advice - eg buying groups
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