Accounting

FAQ - Can You Bulk Set GL Accounts?
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 ...
Mon, 22 Feb, 2021 at 1:27 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 remain on the Customer's account until...
Mon, 22 Feb, 2021 at 1:35 PM
FAQ - Why Isn't Tax Calculating on my Order?
Back The tax on an order will calculate based on the tax rate that has been set on the order and on the shipment.  To view the tax details on the order, hover mouse over the Tax field on the ...
Mon, 22 Feb, 2021 at 1:46 PM
FAQ - How Do I Process Customer Credit and Refunds?
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...
Thu, 15 Apr, 2021 at 4:04 PM
FAQ - How to Apply an Order Credit to Another Order?
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 ...
Wed, 28 Jul, 2021 at 12:28 PM
FAQ - What do the CRM > Sales Amounts Include?
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...
Thu, 15 Jul, 2021 at 11:22 AM
FAQ - Where does the Projected Sales Amount Come From?
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.&...
Thu, 5 Aug, 2021 at 6:49 PM
FAQ - When Should a Deposit be Marked as Deposited?
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.  i.e. If you batch y...
Tue, 23 Feb, 2021 at 11:31 AM
FAQ - Why Can't I type in the Amount field on my Deposit or Payment?
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...
Tue, 23 Feb, 2021 at 11:38 AM
FAQ - Why do the Revenue Breakdown Amounts not Total up to my Sales?
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 du...
Thu, 15 Jul, 2021 at 11:26 AM