Accounts Receivable

Daniel Cohen avatar Jose Mendoza avatar
14 articles in this collection
Written by Daniel Cohen and Jose Mendoza

Create Loan Account Transfer

How to create a loan account transfer
Jose Mendoza avatar
Written by Jose Mendoza
Updated this week

Bulk Agistment & Training Charges

How to charge multiple horses for agisment and/or training
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Client Credits - Refunds and Discounts

How to credit a client for incorrect charges
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Bulk Credit Cards

How to charge multiple clients by credit card
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

How do I transfer funds from one account to another

Occasionally a customer will ask to have funds transferred one account to another.
Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

Charging a Client by Credit Card

How do I charge a client by credit card?
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

Enter Credit Card Details

How do I enter credit card details for clients?
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

What is a Service Code?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

Accounting for Funds Received

Accounting for funds received
Jose Mendoza avatar
Written by Jose Mendoza
Updated over a week ago

How do I add a Transaction to a person?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

How do I add a Transaction to a horse?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

What kind of Attachments can I add to a transaction?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

How do I Audit my transactions?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago

What does the Fine Tune button on the Transaction screen do?

Daniel Cohen avatar
Written by Daniel Cohen
Updated over a week ago