Objective: correct or remove an open credit Prerequisites: N/A Refer To: N/A Overview: Customer has posted an open credit in error, or wants to remove the open credit from the account. Steps: Go to Bi...
Objective: Correct customer balance due when it does not match outstanding invoice totals. Prerequisites: Have everyone exit all Horizon applications Steps: Have everyone exit all Horizon Applications...
Objective: Correct a payment that has been posted in error. Prerequisites: N/A Refer To: N/A Steps: On the top menu bar select BILLING. Click on RECEIPTS/CREDITS On the Receipts/Credits/Voids/Adj scre...
Objective: Configure Freight Billing to look up miles in the Horizon mileage file Prerequisites: N/A Refer To: N/A Steps: In Horizon Freight Billing, go to Tools, Options, Mileage button Check to use ...
Objective: Apply an Open Credit to a Customer’s Outstanding Balance Prerequisites: N/A Refer To: N/A Steps: Go to the Receipts screen in Billing. Click on the Apply Open Credit button (F9) Enter the c...
Question: How do we end up with open credits on an account? Answer: Open credits can be entered in the receipts screen when there is a payment from a customer and there is not an invoice to post it to...
Question: What is the difference in closing the period and the year? Does something additional happen when you close the year? Answer: Closing the period and the year in Freight Billing is very simil...
This error occurs for some customers when trying to print an invoice in Horizon. Cause: R&R is an old format that was used to print invoices prior to 2000. It is no longer supported on the newer o...
Bill will not print - no matching records found. Customer has billed and processed invoices, and normally selects to print the invoices and takes the defaults on that screen. Typically they get all...
Objective: To see the amount being applied as you tag invoices for payment Prerequisites: N/A Refer To: N/A Overview: When in Receipts, and tagging invoices for payment, there is a customizer statemen...