Tip Category: Customers & Accounts Receivable

Bad Debt and Collection Agencies

Writing Off Bad Debt and Dealing with Collection Agencies Collection agencies are often used to collect overdue receivables.  Typically, the agency will take a percentage of any debt collected (40% is not uncommon), then forward the remaining portion of the payment to you.  There are a variety of acceptable methods of accounting for this activity. …

Bad Debt and Collection Agencies Read More »

Customer Moves – Copy Customer

Scenario You have a customer that you have been working for and there are notes, records, and financial history. They move and someone else buys the property. Consider this example. Original Owner John Doe 8877 Bourgade Street Lenexa KS 66219 New Owner Nancy Johnson 8877 Bourgade Street Lenexa KS 66219 Generally, you would NEVER change …

Customer Moves – Copy Customer Read More »

Batch E-Pay

Introduction This function will allow you to process multiple clients’ credit cards at the same time. Usage If you want to process multiple Customer payments at the same you can easily use this form. This is also helpful if you have customers setup on a monthly payment plan to charge their credit card or checking …

Batch E-Pay Read More »

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, …

Refund Checks Read More »

Selling a Service Agreement

Introduction To sell a service agreement to a customer, complete the sales form (new invoice, new sale, etc) as normal.  When the transaction is saved, a reminder to do the service agreement paperwork will appear.  Complete the service agreement paperwork to finish the process. Usage When a service agreement is sold, a reminder to do …

Selling a Service Agreement Read More »

Request A Free Demo

 

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service. By entering your information above and clicking the “Agree and Submit” button, you agree to our Terms of Use and Privacy Policy, and that we may contact you at the phone number and email address you provide in this form in accordance with our Terms of Use.