Accounts Receivable Menu
Elizabeth Galindo
29 steps
3 minutes
Floorzap
1
Click "Payments"
2
Click "Accounts Receivable" to view payments you are to receive from either a customer or a vendor
3
Click "Customer"
4
Click "Payment by Job" to view payments per job
5
Click "Customer Payments" to view all customer payments
6
Click "Not Paid Invoices" to filter out Invoices that have not been paid yet
7
Click on "Payment Status" to filter out the invoices per their current payment status to either All, Partially Paid or Fully Paid
8
Click on the "Eye" icon to View Customer Payment options
9
Here you check on "Invoice Information" and "Payment Method" used for the selected Invoice
10
Click on "Sync With Quickbooks" should you wish to sync the payment directly from Floorzap to your Quickbooks account
11
Click "Pay" to make a Customer Payment
12
Here you check on "Invoice Information" and "Payment Method" used for the selected Invoice, and can make the payment for it
13
Click on "Print Receipt" to view the payment receipt
14
Click "Email" to send an email of the payment receipt to the customer
15
Click "Payment by Invoice" to view payments by each Invoice
16
Click on "Payment Status" to filter the Invoices by specific payment status
17
Click on "Last Payment Date" to filter the search by date range
18
Click "Apply" to apply the filter specifications to the page
19
Click on "Add Payment" to add a payment to the Invoice
20
Add a new Customer Payment
21
Click on "Print" to print the receipt of the Invoice
22
Click here to view the Invoice/ Contract
23
The selected Invoice/ Contract is displayed here
24
Click on "Vendor" to view Manufacturer Payments to be received from the Vendor
25
Click "Receive Payment" to receive a Manufacturer Payment
26
Click "Add Payment" to add a Manufacturer Payment
27
Here you can make a payment or an adjustment to an existing payment
28
Click "Payment History" to view all payments made by Manufacturers
29
Click on "Date Range" to select a specific range to view the payments made
Accounts Receivable Menu
Elizabeth Galindo
29 steps
3 minutes
Floorzap
1
Click "Payments"
2
Click "Accounts Receivable" to view payments you are to receive from either a customer or a vendor
3
Click "Customer"
4
Click "Payment by Job" to view payments per job
5
Click "Customer Payments" to view all customer payments
6
Click "Not Paid Invoices" to filter out Invoices that have not been paid yet
7
Click on "Payment Status" to filter out the invoices per their current payment status to either All, Partially Paid or Fully Paid
8
Click on the "Eye" icon to View Customer Payment options
9
Here you check on "Invoice Information" and "Payment Method" used for the selected Invoice
10
Click on "Sync With Quickbooks" should you wish to sync the payment directly from Floorzap to your Quickbooks account
11
Click "Pay" to make a Customer Payment
12
Here you check on "Invoice Information" and "Payment Method" used for the selected Invoice, and can make the payment for it
13
Click on "Print Receipt" to view the payment receipt
14
Click "Email" to send an email of the payment receipt to the customer
15
Click "Payment by Invoice" to view payments by each Invoice
16
Click on "Payment Status" to filter the Invoices by specific payment status
17
Click on "Last Payment Date" to filter the search by date range
18
Click "Apply" to apply the filter specifications to the page
19
Click on "Add Payment" to add a payment to the Invoice
20
Add a new Customer Payment
21
Click on "Print" to print the receipt of the Invoice
22
Click here to view the Invoice/ Contract
23
The selected Invoice/ Contract is displayed here
24
Click on "Vendor" to view Manufacturer Payments to be received from the Vendor
25
Click "Receive Payment" to receive a Manufacturer Payment
26
Click "Add Payment" to add a Manufacturer Payment
27
Here you can make a payment or an adjustment to an existing payment
28
Click "Payment History" to view all payments made by Manufacturers
29
Click on "Date Range" to select a specific range to view the payments made
