Ryan Ungerboeck
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Articles
Recent activity by Ryan Ungerboeck-
Credit a Payment Plan Final Invoice
You can credit a final invoice in the payment plan and create a new final invoice. Configure the System Setting for Final Invoice Crediting You only need to configure the below once. If you have p...
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Assign User Defined Fields (UDFs) to Fulfillment Orders
You use user defined fields (UDFs) to gather additional information about a fulfillment order. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDF'...
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Store Credit Card Information
You have the option to store credit card information in the database or to not store credit card information in the database. You may want to store credit card information if you collect credit car...
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Assign User Defined Fields (UDFs) to Inventory Items
User defined fields (UDFs) are used to gather additional information about an inventory item. The minor inventory group assigned to the inventory item determines the inventory item's user defined f...
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Unable to Apply a Deposit to a Final Invoice
By default, you cannot apply deposits to final invoices. However, in those cases when you may need to do this, you can edit the transaction type to allow for deposits on invoices. To update the rec...
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Finance Charges
You can configure finance charges so you can collect interest on late receivables. Configure Finance Charge Rates Finance charges are calculated on a daily rate. The daily rate is typically equal t...
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Disable Electronic Credit Card Transactions
You can adjust the electronic credit card authorization process If you do not want to electronically authorize your credit card transactions or you want to choose when you electronically authorize ...
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Void an Invoice
If you create an invoice in error or you need to correct an invoiced order, you can void the invoice. Voided invoices are set to internal. This makes sure voided invoices do not show up on customer...
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Void a Paid Voucher
To void a paid voucher, you first need to void the check the voucher was paid on and then void the voucher. Click the Payment Register link from the Main Menu. The Payment Register screen opens. S...
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Management Report Codes
You can use management report codes (also called MRCs) to better organize, classify and report on your resources. Typically management report codes are used to create a more granular level for a re...