Payments

Basics

• How to Create a Payment
• Preferences
• Finding An Unposted Payment
• Making Changes to a Payment
• Using the Adjustments tab
• Entering a Payment Batch

Configuration

• Setting up thresholds to close Invoices and Orders automatically

Advanced

• Receiving a pre-formatted CSV payment file from a manufacturer
• Using a spread sheet with commissions payment information

Reports

• Commission For Account Report (Agency or Distributor version)
• Commission Report (Manufacturer version)
• Accounting Periods - Quick Start
• Accounting Periods - Details