| |
| Payment Type Options (CSR Menu) |
| |
| Purpose: This
reference page covers several accounts receivable post type transaction
processes. Cash Receipts (payments), Credit Memo,
Write-Offs and Apply Credit's. They all use the same post entry
screens. |
| |
| Options Covered: |
|
|
| Access Menu: (start form
Main Menu Screen) |
|
|
|
| A. Post Cash
Receipts Section |
| |
| Purpose: To post payments
to any given customer and apply that payment to open invoices. If no open
invoices exist for that customer, the payment is posted as a credit, that
can later be applied using option E. Apply
Credit's. You must post payments to close open invoices. |
| |
|
Tip:
remove late charges before posting payments.
learn more... |
| |
| Access Menu: (start form
CSR Menu Screen) |
|
|
| Related Option Links: |
|
|
|
 |
|
|
| B. Post Credit
Memo Section |
| |
| Purpose: To post credit
memos to any given customer and apply that credit memo to open invoices.
If no open invoices exist for that customer, the credit memo is posted as
a credit, that can later be applied using option
E. Apply Credit's. Use this option to post
any type of credit that's not a payment to clear or close an open invoice.
Usually this type of posting allows you to make an adjustment to invoices
by giving this customer a credit. This type of posting is reflected on the
accounts receivable reports as being backed out. |
| |
| Notes: |
-
Posted Returns creates Credit
Memos.
-
This type of posting is referred to as a
Manual Credit Memo.
-
Tip:
remove late charges before posting credit memos.
learn more...
|
| Access Menu: (start form
CSR Menu Screen) |
|
|
| Related Option Links: |
|
|
|
|
|
|
| W. Post Write-Off Section |
| |
| Purpose: To post a write
off to any given customer and apply that write off to open invoices. This
type of posting is not backed out of sales like credit memo and returns
are. It's an expense. You cannot post this type as a credit. You must
apply it to an open invoice. Use this to clear an open balance when
payment is not going to be made. Usually this is used at the end of a
collection attempt and it's not going to be collected. (get it off the
books) |
| |
| Access Menu: (start form
CSR Menu Screen) |
|
|
| Related Option Links: |
|
|
|
|
|
|
| E. Apply Credit's Section |
| |
| Purpose: To apply open
credit's for any given customer to close open invoices. Customer must have
open credit's before this process can be used. ProFrame does not
automatically apply open credit's during the post shipments process. So
any open credit's must be applied using this option. |
| |
| Example: |
- You post a $250.00 shipment, this
creates a open Invoices for $250.00
- You then received payment for $300.00
and apply to open invoice $250.00
- This leaves a $50.00 credit.
- You post another shipment for $50.00,
this creates a open Invoice for $50.00
- The customers account would reflect a
Zero balance but you still need to apply the open credit of
$50.00 to the open invoice of $50.00 to close it out.
- Note:
ProFrame will not automatically apply open credit's.
|
 |
- Sample is from the
customer file maintenance General Tab screen.
- The values are different from
example above but as you can see this account has a $300.00 open
credit waiting to be applied.
|
|
| |
| Access Menu: (start form
CSR Menu Screen) |
|
|
| Related Option Links: |
|
|
|
|
|
| |
