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Entries are used to credit all or part of an invoice, reasons for the credit can range from a billing error, production error or bad debt write off. Entries can be made and applied to invoices that exist now or one entered in the future.

They can also be used to add additional charges to an invoice such as finance charges or NSF fees.


Using the search filters on entries allows you to locate a particular entry or multiple entries with similar specs.


Searching Entries

Step     Action

  1.       Select {Accounting} then select the Entries tab. 



  2.      The search criteria that can be used include:


Field
Action
Entry Number
Enter in the full or partial Entry Number. 
Entry Name
Enter in the full or partial Entry Name.
Customer Name
Enter in the full or partial Customer Name.
Customer Number
Enter in the full or partial Customer Number. 
Created Date
Select a Created Date using the pop-up calendar.
Customer Tags
Select a Customer Tag from the drop down menu.
Total
Select a Total range by entering values in the Low and High fields.
Balance
Select a Balance range by entering values in the Low and High fields.

 

  3.        Once Search criteria has been entered, select {Search}.  To clear all search

             criteria, select {Clear}.