You were on the right track! If the invoice is already in the system, you want to use Additional Advances. Here are the steps: 1) Click on Additional Advances 2) Select your client and terms 3) Put in a description and…
You were on the right track! If the invoice is already in the system, you want to use Additional Advances. Here are the steps: 1) Click on Additional Advances 2) Select your client and terms 3) Put in a description and…
Most of our users will put the direct transfer reference number in place of the check number. You can also use the receipt notes for this info.
You can return to the Advances screen to edit an Advance – All subsequent steps involving that transaction have to be undone first, in reverse order. To undo a Receipt, Settlement or Rebate check, click on History, select the type of transaction…
Yes, you can undo a receipt from the receipt history screen, but that is only allowed if the invoice has NOT been settled and the receipt has not been exported to QuickBooks. (Both are for accounting control reasons.) If you…
Go to the Advance that you want to unlock, click on the tab ‘Other Settings’ and double click on the check mark next to ‘QB Exported’. WinFactor will ask you if you want to unlock this Advance, click on Yes.…