Accounts Receivable

[FirstMOBC]

We have allowed Salvation Army Adult Rehabilitation Center to place a Donation Bin on our church property. They are going to compensate the church $100,00 per month. They ask us to invoice them each month. We are online with Power Church and I don't have a manual to see examples on how to set up item code nor do I know what account to post the transaction. This is the first receivable we are setting-up. Thank you for your suggestion in advance.

[Zorak]

You will add the Salvation Army as a customer on the Maintain Customer Records screen under Accounts Receivable > Setup.

Then add an item description for the monthly $100 rent on the Maintain Item Descriptions screen also under the Setup menu.

Then add an invoice for that customer with that item on the Maintain Open Invoices screen.

Optionally, you could instead set this up as a repeating invoice and schedule it monthly. Going that route, you would have to release the repeating invoice each month rather than adding a new one each month. You can add it on the Maintain Repeating Invoices and release it using Release Repeating Invoices found under Accounts Receivable > Repeating.

Print invoices from under Accounts Receivable > Print Invoices.

Record payments on the Maintain Open Payments screen.

Send the payment information over to Fund Accounting using the Post Payments to Paid Items and Fund Accounting screen.

[FirstMOBC]

Thank very much.

[FirstMOBC]

Hello
When I used the repeating invoice feature for February the invoice number was the same as January invoice number. I have to resend vendor another invoice with a different invoice number. Where do I maintain invoice number?

[FirstMOBC]

Hello.
I also notice the first invoice I created in January 2016 is not in the system. I have not posted a payment. I have a payment to post for January. So when I use the repeating invoice for February did it overwrite January invoice? Now I need to create a January invoice so how would I handle?

[NeilZ]

Hello
When I used the repeating invoice feature for February the invoice number was the same as January invoice number. I have to resend vendor another invoice with a different invoice number. Where do I maintain invoice number?

I'm assuming this happened AFTER you saved the invoice ?? If so, has anyone done any type of database restore or anything like that lately ??

[NeilZ]

Hello.
I also notice the first invoice I created in January 2016 is not in the system. I have not posted a payment. I have a payment to post for January. So when I use the repeating invoice for February did it overwrite January invoice? Now I need to create a January invoice so how would I handle?

Again, this sounds like someone restored a backup ... you can check to see if that occurred in the System Audit Log located under the UTILITIES menu.

I'm assuming that a backup was restored because the system automatically assigns the Invoice number, and I believe that the only way that could be reset is if the complete database was restored. Since you said that the number assigned today, is the same in January, and that invoice is missing, I'm going to go with someone restoring the database.

[FirstMOBC]

Actually we have Power Church online. however the system audit log shows our last back restored was 7/17/2013

[NeilZ]

Actually we have Power Church online. however the system audit log shows our last back restored was 7/17/2013

Since you use PCPlus online, you can call them direct for free support. Since you didn't say whether you're sure you saved the invoice or not, I'm going to assume it was saved.

You should call the support line.

Also, just because you use PCPlus online, doesn't mean you should skip doing your own backups and keeping them local.

[FirstMOBC]

Thank you because we have not backup .