Debtors Management
You have two repeating invoice options: 1: Duplicate an Invoice: Go to the Invoice/Quote and select the menu, 'Repeat' 2: Set a Rep...
Mon, 3 Dec, 2018 at 9:52 AM
If you are using SoEasy's Advanced Debtors Management Module, you can change the email message by: 1. Go into the 'Debtors Management Menu' ...
Thu, 10 Jan, 2019 at 8:16 AM
There are two types of scenario when we look into Billing Someone Else: Scenario 1: When trying to bill the current client, another contact should be b...
Wed, 6 Mar, 2019 at 4:00 PM
Sometimes customers will pay you and there is no way of figuring out who they are. Options: Lookup accounts and see if there is an exact match. Then p...
Fri, 12 Apr, 2019 at 5:14 AM
There are only two reasons why you pay an actual cash refund: Customer: overpaid their account returned good which they have paid for How to ...
Thu, 12 Dec, 2019 at 7:48 AM
To open a Closed Invoice, you will need to go into the customer's account screen either via the database: Or via the Invoice Screen ...
Thu, 5 Aug, 2021 at 6:03 PM
If you edit a part of the debtors account, there can be an issue with the aging. The aging will be resolved during the statement run but if you want to set...
Wed, 29 Apr, 2020 at 9:43 AM
The Overdue Invoice Rules An invoice is overdue as soon as a) The due date passes b) A payment is not allocated against the invoice Analysis of ...
Tue, 30 Jun, 2020 at 3:31 PM
There are lots of ways to review invoices. This help not will describe one method and is suited to a situation where you need to catch up on billing. G...
Fri, 10 Jul, 2020 at 3:17 PM
Adding a Receipt to an Unclosed Invoice A payment made on an UNCLOSED/OPEN invoice can be made. Select 'Pay' or 'Pay + Print' If...
Fri, 24 Jul, 2020 at 9:46 AM