EditEnhanced AR
backWORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by
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EditIntroduction
Enhanced AR adds the following abilities:
- Adds Batch Print Invoices menu in AR.
- Adds "Quick Pay" tool to AR.
- Adds EFT to Currency Type (Payment).
- Adds "Bad Debt Write-Off" and "Agency Commission" adjustment types.
EditUsage
Batch Print InvoicesGives you the Tools dropdown in Main Menu with the Ability to Batch print Invoices:
Clicking on the icon pulls up the Print Invoices pane:
Check/Uncheck the batch you wanted printed.
Quick Pay" toolWhen you want to pay a particular invoice you can open the Context Menu and you can use the Quick Pay ability:
This opens up a Payment window with just that invoice.
EFT to Currency TypeIn the Add Payment window under Type will be a new addition, EFT, Electronic Funds Transfer:
Bad Debt Write-Off/Agency Commission"In the Add Adjustment window under Type will be these two new additions:
EditOptions
There at no Options for this add-on at this time.
EditWhen Combined With...
When you Enhance A/R and you add other Add-ons you can...
Enhanced ContractsInclude
Prepay,
Warning,
On Hold,
Collection and
Trashed as additional
Customer status values:
Enhanced ReportsNew Main Menu "Reports" with the link to the Payment report for quicker usage.
Export to EDIThis automatically enables (checks) the EDI One File and the One File" check box becomes visible.
TaxAdds the "Tax Adjustment" to the Adjustment window type dropdown:
Finance ChargesAdds the "Finance Charge Adjustment" to the Adjustment window type dropdown:
Don't forget to go into Options and checkmark on the Add-on:
EditFAQ
Coming Soon.
EditAdditional Information
Coming Soon.