Accounting

FAQ - Can You Bulk Set GL Accounts
Some GL Accounts can be bulk set. Grouped items can be identified by the + sign on the left-hand side. These can have GL Accounts bulk set by selecting a...
Mon, 28 Oct, 2019 at 12:15 PM
FAQ - How to Apply an Overpayment to an Account?
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 rem...
Wed, 6 Nov, 2019 at 11:26 AM
FAQ - Why Isn't Tax Calculating on my Order?
The tax on an order will calculate based on the tax rate that has been set on the order or on the shipment. Does the order have a tax rate? (See Custome...
Mon, 28 Oct, 2019 at 12:31 PM
FAQ - How Do I Process Customer Credit and Refunds?
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 cred...
Mon, 28 Oct, 2019 at 12:32 PM
FAQ - How to Apply an Order Credit to Another Order?
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 ap...
Thu, 19 Sep, 2019 at 10:31 AM
FAQ - What do the CRM > Sales Amounts Include?
The Sales amounts on CRM > Sales show the total sales not including shipping, postage, and taxes. Various sales reports are also available with mor...
Thu, 19 Sep, 2019 at 10:36 AM
FAQ - Where does the Projected Sales Amount Come From?
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 t...
Mon, 28 Oct, 2019 at 12:27 PM
FAQ - When Should a Deposit be Marked as Deposited?
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 s...
Thu, 19 Sep, 2019 at 10:37 AM
FAQ - Why Can't I type in the Amount field on my Deposit or Payment?
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 ...
Mon, 28 Oct, 2019 at 12:25 PM
FAQ - Why do the Revenue Breakdown Amounts not Total up to my Sales?
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 b...
Mon, 28 Oct, 2019 at 12:22 PM