Date post: | 30-Dec-2015 |
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Receipt Distribution Receipt Distribution SystemSystem
The Sage BusinessWorks Wayor
The BSoft WayWhich one works best for
you?
BusinessWorks Receipt BusinessWorks Receipt DistributionDistribution
DOD example3 DOD customersDOD Air ForceDOD ArmyDOD Navy
Each with open invoices
Lets apply a payment the
Business Works way!
Before applying a Before applying a payment…payment…
but there are multiple customers attached to a single payment , so what
do you do???
BusinessWorks requires you to identify the Customer ID ….
To enter the payment To enter the payment you must..you must..
Now on to applying payment to the second customer!
Enter all of the payment reference data
Assuming “total” payment of $4000
Select the appropriate invoices, accept and post
Select the first customerDOD Navy
In the “amount” box only enter the amount being applied to this customer
To enter the payment To enter the payment you must..you must..
There is an easier way!
Enter all of the payment reference data
In the “amount” box only enter the amount being applied to this customer
Select the appropriate invoices, accept and post
It is your responsibility to remember the total payment amount and calculate the amount you have appliedYou have to follow this
process for each individual customer that is attached to the single payment!!
1,2,3,4,5,6,X Times!
Select the second customer
Using BSoft’s Receipt Using BSoft’s Receipt Distribution System…Distribution System…
Easily distribute a single payment across multiple invoices or customers
One screen
Two search options to locate appropriate customers or invoice
“Customer Like”
“Invoice Number”
The software calculates the amount applied/unapplied
BSoft’s RDS (receipt BSoft’s RDS (receipt distribution)distribution)
DOD DOD exampleexample3 DOD customers
DOD Air ForceDOD ArmyDOD Navy
Each with open invoices
Lets apply a payment the BSoft way!
To apply a payment in To apply a payment in BSoft’s RDS..BSoft’s RDS..
Simply open RDS
Choose your search method
Customer Like
Or
Invoice Number
Apply payment using “Cust Apply payment using “Cust Like”Like”
Choose the first customer and invoice
Then hit “select”
Select Search Cust
Enter first few letters of Customer ID Ex. DOD
Enter all of the payment reference data
Assuming “total” payment of $50000
search when you need to apply a single payment to multiple customers
Apply payment using Apply payment using “Cust Like”“Cust Like”
After you select the individual invoice it will be transferred to the right-hand side of the screen
The undistributed amount will be calculated and displayed on the screen Continue the customer selection process until the entire “total payment” has been distributed (the undistributed amount = $0.00), then post!
As easy as 1,2,3 !!!
Apply payment using “Invoice Apply payment using “Invoice Number”Number”
Then hit “select”
Enter all of the payment reference data
Assuming “total” payment of $430000
Simply type the invoice number and hit enter
If the invoice exists (and is open)
the open amount will automatically be selected for payment
Apply payment using “Invoice Apply payment using “Invoice Number”Number” After you select the
individual invoice it will be transferred to the right-hand side of the screen
The undistributed amount will be calculated and displayed on the screen Continue the invoice selection process until the entire “total payment” has been distributed (the undistributed amount = $0.00), then post!
As easy as 1,2,3 !!!
BSoft’s RDS Validates BSoft’s RDS Validates InputInput
Correct the input or apply payments to open credits – just like BusinessWorks!
If the you attempt to post and the selected invoices do not equal the “total payment amount” you will receive an error message
With BSoft’s RDSWith BSoft’s RDS
Save time… enter payment across customers and
invoices from a single screen
Reduce Errors… Program calculates the applied and
unapplied amounts
Let our software work for you!!!