Collections / Statements

How Do I Un-post/Delete A Payment
If you need additional assistance, then please create a support ticket so that we can contact you directly.
Mon, 1 Apr, 2019 at 5:12 PM
Edit / View Transactions
There are four ways to access the Edit/View Transactions Screen: Collections Tab, Edit / View Transactions   Billing Tab, Edit / View Transactions  ...
Fri, 27 Mar, 2020 at 12:30 PM
Apply Hanging Payments
When payments are received in advance of invoice processing, this utility allows you to post them to the outstanding invoices automatically. The default pos...
Tue, 30 Jul, 2019 at 6:14 PM
How to enter opening accounts receivable balances
How do I put in beginning opening balances for A/R?  Access the “Invoice and Payments” Screen (Billing Tab> Edit/View Transaction) Select your client.  ...
Fri, 25 Sep, 2020 at 2:03 PM