Back GL Accounts can be bulk set for items that have been grouped. Grouped items can be identified by the + sign on the left-hand side. These can have GL Accounts bulk set by selecting an ...

Back An overpayment can be applied to an unposted or posted order from the Order view page or from the payments tab under Accounting. The credit balance will remain on the Customer's account ...

Back The tax on an order will calculate based on the tax rate that has been set at the order and shipment level.  Option 1: Apply a Tax Rate to an Order From the Order View page, click Acti...

Back Refer to the corresponding sections for steps on the following: Creating a refund on an order Writing off a balance Creating a refund and issuing a credit to a customer Creating a custo...

Back A credit can be applied to another order by creating a payment applied to two orders. The first order, that with the credit, will have a negative payment applied. The second order will have ...

Back The Sales amounts on CRM > Sales show the total sales not including shipping, postage, and taxes. Various sales reports are also available with more in-depth sales breakdowns. For mo...

Back A Sales Projection is the amount of revenue a company expects to earn at some point in the future.  Projected Sales figures can be set for each month of the current year.  A graphic compar...

Back Deposits are a way to organize payments by time and/or type. If they are organized by both date and type, they can be matched to each deposit on your bank statement.  e.g. If you batch y...

Back If the 'Amount' field is greyed out, the value can no longer be edited. There are various reasons on a Deposit or a Payment why this field can no longer be edited. The Deposit h...

Back The Revenue Breakdown is a snapshot of the cost/sales/profit breakdown. It can be used to view cost and profit margins by category.  The amounts can be duplicated in some of the cat...