Reference: N/A Overview: A balance due is maintained for each customer. Occasionally, particularly if you have a software or network problem, a customer's balance due might not equal the total of the ...
Objective: Make an entry in customizer to filter unprocessed pros by load date Prerequisites: N/A Refer To: N/A Steps: Go into Customizer in Billing Click on Freight Billing Files Choose Unprocessed P...
Question: What dates are used for load date and delivery date in Billing? If my pro was transferred from Dispatch, which of the Dispatch dates are brought into those fields? Answer: The field in th...
Reference: N/A Overview: You can reverse open credits and payments applied to invoices. Reversing a payment is similar to recording the payment, but the amount is entered as a negative number. Steps: ...
Overview: I want to be able to look up an invoice and see the amount of payments posted, adjustments posted and balance due. I'd like to have this all on the same screen. Steps: Use the Customizer to...
Objective: Prevent users from selecting the option to Bill from Dispatch under Bill a Load. Prerequisites: N/A Refer To: N/A Steps: Select Tools, Services, Manage Services, Form Validation, Properties...
Overview: How can I view an invoice that is in history? Where can I find this? Steps: Select Billing, Billing Inquiry, Review Invoices You will get a browse list of the invoices in your current invoi...
Objective: Increase or decrease special rates Prerequisites: Be sure that you have a current backup of the FRDATA subdirectory. Refer To: Steps: Select Tools, File Maintenance, Increase/Decrease Speci...
Overview: How can I handle a write-off ? We need to write off the difference between the balance due and the payment amount. Steps: 1. If you are linked to General Ledger, go to VIew, Codes, Reven...
Overview: How can I cut off group invoicing? I have a customer that used to want a group invoice and now they want individual ones. Steps: Grouping is controlled by the field on each bill called ‘Inv...