Accounts Receivable Menu

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