User Support Forum

Here are my thoughts: We want to put aside maybe $5,000 a year for big building repairs/equipment failures I would think there be a motion that board passes to designate $5,000 from the general fund to a building fun d. Minister goes on a 3 month PAID sabbatical every 5 years. So we put aside some f...

Since I could not delete the memo, edit the invoice, or transfer the credit memo to accounts payable to pay I ended up creating an additional invoice for the credit memo amount and applied the amount to it. This way I do not have an unapplied credit memo hanging around that I have already refunded b...

On the Maintain Customers screen in Accounts Receivable, bring up the customer in question, then click on the Credit Memos tab. If the credit memo hasn't been applied to an invoice, you should be able to delete it. No, delete is greyed out. It seems there should be a way to show the over payment, c...

We had a parent pay their tuition in full. The parent was supposed to receive a paid in full discount at the time of payment but did not. The parent is now requesting a refund check. I would like a clear audit trail of: payment, discount, credit memo, and refund check. I added the discount to the in...