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Customers & Accounts Receivable

Using Discounts and Discount Items

How Discount Items Affect Accounting And How to Use Them We are often asked about how-to setup and manage discounts. The question about discounts is an age-old accounting question. It doesn’t have anything to do with accounting software but has a lot to do with how you want your reports to reflect discount activity. If …

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Customer Moves or Property Owner Changes – Copy Customer Feature

How to Handle New Property Owners or Changes in Leaseholders This topic covers how and when to use the “Copy Customer:Job” feature to deal with builders who sells homes, homeowners who sell their houses, landlords that lease a property to different tenants, commercial property changing ownership, and similar scenarios relating to changes of property ownership. …

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Refund Checks

Introduction Refund checks are typically written for two different circumstances: A customer returns merchandise for a refund, or A customer overpays their account balance. Creating a Refund Check for Returned Merchandise Step by Step When a customer returns merchandise and expects a refund check, a credit memo is created to record the return of merchandise, …

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