- Add a Contact to a Customer
- Add a new Customer
- Add Other Billing Methods to AR Invoices
- Add Total Hours to AR Invoices
- Allocated Billing
- Apply unapplied cash
- Balance AR Aging to the General Ledger
- Check a customers last payment date
- Check a customers outstanding balance
- Check a customers unapplied cash
- Clear unapplied payments
- Copy (Rollover) AR Invoices
- Create a credit memo
- Create Credit Memos for Allocated Invoices
- Create a message that prints on all statements and past due notices
- Delete a Payment (Cash Posting) record
- Determine Company and Billing Remittance Information
- Enter Beginning Balances for Customers
- Enter a Starting Invoice Number
- Enter and Track Barter Transactions
- Ensure Billable Work Scheduling Records are Billed
- Find the check number of a payment received
- Group PS Invoice Details by Additional Tier Description
- Handle customer's bounced check
- Identify users and frequency of the Cash Posting Report
- Include Total Hours on AR Invoices (PS)
- Import AR Invoices
- Invoice Unbilled Resale
- Invoice Unbilled Work Tickets
- Learn about Customer Numbers
- Learn about Customer Types
- Learn about Default Cash Accounts
- Learn about Fiscal Period Procedures
- Perform Cash Transfer
- Perform Cash Transfer Using a Physical Check
- Rollover (Copy) AR Invoices
- See examples of using the Invoice Review screen
- Set a limit on the amount of a discount applied to an adjustment
- Set a limit on the amount of a revenue adjustment
- Set a limit on the amount that may be written off an account
- Set up invoice information
- Update Sales Tax to the General Ledger
- View detailed payment and invoice information
- View the original invoice for an applied payment
- Write Off a Bad Debt