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Accounts Receivable Menu
Elizabeth Galindo |
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3 minutes
Floorzap
Click "Payments"
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Click "Accounts Receivable" to view payments you are to receive from either a customer or a vendor
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Click "Customer"
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Click "Payment by Job" to view payments per job
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Click "Customer Payments" to view all customer payments
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Click "Not Paid Invoices" to filter out Invoices that have not been paid yet
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Click on "Payment Status" to filter out the invoices per their current payment status to either All, Partially Paid or Fully Paid
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Click on the "Eye" icon to View Customer Payment options
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Here you check on "Invoice Information" and "Payment Method" used for the selected Invoice
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Click on "Sync With Quickbooks" should you wish to sync the payment directly from Floorzap to your Quickbooks account
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Click "Pay" to make a Customer Payment
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Here you check on "Invoice Information" and "Payment Method" used for the selected Invoice, and can make the payment for it
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Click on "Print Receipt" to view the payment receipt
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Click "Email" to send an email of the payment receipt to the customer
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Click "Payment by Invoice" to view payments by each Invoice
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Click on "Payment Status" to filter the Invoices by specific payment status
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Click on "Last Payment Date" to filter the search by date range
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Click "Apply" to apply the filter specifications to the page
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Click on "Add Payment" to add a payment to the Invoice
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Add a new Customer Payment
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Click on "Print" to print the receipt of the Invoice
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Click here to view the Invoice/ Contract
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The selected Invoice/ Contract is displayed here
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Click on "Vendor" to view Manufacturer Payments to be received from the Vendor
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Click "Receive Payment" to receive a Manufacturer Payment
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Click "Add Payment" to add a Manufacturer Payment
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Here you can make a payment or an adjustment to an existing payment
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Click "Payment History" to view all payments made by Manufacturers
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Click on "Date Range" to select a specific range to view the payments made
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