Articles
Accounts Receivable Overview
The Account Receivable module is probably the most frequently used module in Managely. It contains all the functionality necessary to run the accounts receivable part of your business. There are major features within accounts receivable, with sub-...
Accounts Receivable Ready to Bill status ensures Appointment Completion
When users edit a work order and change the status to Ready to Bill, these occur: Managely checks that all appointments have times entered for all dispatched, arrival, and completed times. Managely opens the Billing tab on the work order so users...
Print Invoices and Credits
For customers where the delivery method on the customer setup is set to print, invoices and credits will be sent to a delivery queue for printing. When invoices are selected for printing, a .pdf file is created for all of the selected items. The ...
Error processing EFT transaction with Forte
Problem:
An error is received when processing an EFT transaction with Forte and the transaction status is Rejected.
Solution:
When a transaction is submitted for processing, Forte immediately returns one of the following responses. ...
How to update customer type on customer page
The below steps are how to update the customer type that appears on the customer page.
In this example we will change customer 3704 from Residential to Commercial
Go into the customer's page in question and click the edit button
...