Articles
Accounts Receivable Flowchart
Below is a flowchart explaining the designed functionality of the Accounts Receivable module.
Adding/Editing a Panel Type
To add or edit a Panel Type to a system, follow the steps below. Navigate to Accounts Receivable > Customers > choose the Systems tab Search for your Site Name Once you have located your System/Site, click the hyperlink under System # Cl...
Managely Defect Work Around - Ungrouped Displays on Proposal
In Managely version 5.3.39.11 if a Dealer prints out the default proposal PDF it will display the parts as ungrouped. Below is a work around for this issue until the defect is corrected. Create a proposal like you normally would and add your pa...
How to check the autopay date on an eCheck
Managely gives the dealer/employee the ability to pick the autopay date for their customers.
* Note: end users (dealer’s customers who enable autopay through the customer portal, are defaulted on the 1 st of the month for autopay, witho...
Once an invoice is marked as delivered it cannot be deleted
When an invoice is first created you will see the Delete button available.
If you click the Print/Envelope icon and then select either Print, Deliver or Mark as Delivered, the invoice will no longer be able to delete. For this reason, we encour...
How to check the autopay date on a credit card
The dealer/employee has the ability to pick the autopay date for their customers.
* Note: end users (dealer’s customers who enable autopay through the customer portal, are defaulted on the 1 st of the month for autopay without the abili...
How to check the autopay date on an eCheck
The dealer/employee has the ability to pick the autopay date for their customers.
* Note: end users (dealer’s customers who enable autopay through the customer portal, are defaulted on the 1 st of the month for autopay, without the abil...