If I have previously advanced a customer at 80% and I now want to begin advancing them 85%, can I change the advance amount in their setup or will it alter what has already been entered?

Go ahead and change the amount in their profile. It will not affect advances you have already entered, just new ones. Also, you can even change the advance amount on an individual advance or even a single invoice by overriding

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If an invoice is only partially paid, how do I clear the balance?

It depends on weather or not you expect any more payments to come in on that invoice. 1) If you believe more payments are coming, just post the partial payment and do not mark the invoice as ‘Paid’. Then you

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How do you settle an invoice that will not be paid by a client?

Go to “Settle Invoices.”  Normally the invoices listed on this screen are ones that have been paid.  But, you can add other invoices that have not be paid by clicking on the “Insert Invoice” button.   WinFactor will calculate the fee

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How can we use money due a client from new Advances to pay old invoices that are due to be charged back? Said a different way, how can we replace a bad invoice with a new(good) invoice?

Process the new advance like you normally would. But do not actually create an advance check, instead think of it as creating an imaginary check. Then go to receipts and post this imaginary check against the invoices that are bad. You

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