Accounts Receivable

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 ...
How to Check Customer Account History in Managely
In Managely, users can check the history of a customer’s account with just a few clicks. To check the history, follow the steps below: Open the customer’s account in question. Click the History button in the top right corner: ...
How to Make a Customer Tax Exempt in Managely
Organizations such as churches are tax exempt. Follow these steps to make a customer tax exempt 1) Log into the customers page in question, click on the Site/System tab below and click on the Site in question you would like to make tax exempt ...
Creating a List in Excel of all Customers and Their Emails
Dealers frequently request a list of their customers and their emails. Below are instructions on how to retrieve this information and export it to an excel file. *note – this method only provides the email on the customer record, not the ...
How to Find Terminated Customers
Customers that are inactive in Managely do not appear on the main search at the top, making it only prospects or active customers to show there. Inactive customers in Managely are called terminated customers. Follow the steps below to find t...
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.  ...