This section contains topics related to customers, sales, invoices, payments, finance charges, statements, etc.

How do I Issue a Refund Check to a Customer?

By |2021-08-02T08:53:38-05:00April 15th, 2021|

To issue a refund check for an overpayment received from a customer, go to: Banking| Write Checks. Select the Customer:Job as the “Pay to the order of”, select the Accounts Receivable account within the “Expenses tab”, enter the amount of the refund, a memo and select the same Customer:Job as selected in the pay to

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Sales Opportunity Manager (SOM) Work Flow

By |2021-09-15T10:14:43-05:00January 3rd, 2019|

Introduction We are often asked about the intended flow of the Sales Opportunity Manager. This feature was designed to help you manage, track, and report on sales leads. The flow is subjective and not all agree on any certain way to do it. It can also vary by staffing, at any moment. That’s why we

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