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This Savance Enterprise documentation demonstrates accepting deposits
on a quote or order:
* Accept Deposit [1] (Video)
* Accept Deposit [2] (PDF)
Links:
------
[1] http://youtu.be/MPqZe5Jl_MY
[2]
http://www.savanceenterprise.com/downloads/doc...
Savance Enterprise allows you to add internal messages to a ticket or
invoice. In order to do this, open up the ticket and go to the Notes
tab.
To add a new note, click the Add button. This brings up the screen
seen below. Simply specify a Subject,...
Sometimes a customer would like to leave a deposit on a quote or
order before it is even shipped or invoiced. This article covers how
to apply it. After adding some line items to a quote or order, take a
look at the Summary tab. Information about prici...
In some cases, a customer will pay in advance for some purchase. This
article will show you how to apply a pre-payment for that customer.
* Go to Receive Money.
* Search for the invoice for which the customer is paying in
advance.
* Click on th...
This knowledge base article covers how to apply a single payment to
invoices from different accounts. For example, you may receive a
single check that is intended to be applied to two invoices, and the
invoices are under two different customer names. I...
This documentation will show up how to set up automatic invoices in
Savance Enterprise, as well as what setting influence the scenarios
for when invoices are automated.
* Automatic Invoices [1] (PDF)
* Automatic Invoices [2] (Video)
Links:
---...
When you collect cash and checks on a regular basis, you will need to
go to the bank at some point to make a deposit. You can prepare a
deposit and print out a deposit slip in the Accounting Manager. Hit
the Record Deposits icon to begin. The screen pi...
Sometimes it may be necessary to change the Bill To or Ship To
address on an order after it was converted. For example, after
invoicing an order, you may notice that one of the addresses is
incorrect on the invoice. Perhaps the account is configured
in...
There may be some instances where you need to change the PO number on
an order. This can be accomplished in a few ways. One way is to open
the original order. Since the order has already been converted, you
will need to unlock it with the Unlock Order ...
This documentation covers how customer credit works and how to apply
it:
* Customer Credit [1] (Video)
* Customer Credit [2] (PDF)
Links:
------
[1] http://youtu.be/R_s7MZwIpbA
[2]
http://www.savanceenterprise.com/downloads/documentation/Custo...
You can easily control if an account should be eligible for finance
charges. There is a setting in the Financial Terms section of the
Account Manager. Checkmark the Assess Finance Charge options to make
the account eligible. Uncheck the option to exclu...
There may be some instances where an order has already been invoiced,
and you need to remove the tax from the invoice. The first thing you
will need to do is uncheck the Invoiced box in the Invoice Status
section of the shipper and hit Save.
Now, go...
Once customers have overdue balances, they become eligible for
finance charges. You can easily generate an invoice to be sent to the
customer. Start out by choosing the Finance Charges option in the
Accounts Receivable section of the Accounting Manager...
Card Code Verification (CCV) provides an extra measure of security
against fraudulent credit card transactions. The Card Code is a
security code that is printed on a credit card's signature panel in
reverse italics, or following the full card number on...
To Auto bill cash sales in a OrderSavant system:
* Click Admin > Administrator, then select the warehouse you would
like to auto bill from
* Select the "Warehouse Setting" tab below the the warehouse list
and select "Edit"
* Check the Auto Bil...
This guide will show you how to write off an invoice. For example,
your customer will not pay you, so you need to write off the entire
amount. Maybe the customer feels that they should only pay you a
portion of the invoice, so you need to write off a c...
This documentation covers how to make corrections to an invoice:
* Invoice Correction [1] (Video)
* Invoice Correction [2] (PDF)
Links:
------
[1] http://youtu.be/ld4SChGOVKs
[2]
http://www.savanceenterprise.com/downloads/documentation/Invoice...
This Savance Enterprise documentation shows you how to use the jobs
feature in order entry and accounting:
* Jobs [1] (Video)
* Jobs [2] (PDF)
Links:
------
[1] http://youtu.be/zSsnz4VbrdA
[2] http://www.savanceenterprise.com/downloads/documen...
This Savance Enterprise documentation demonstrates how to create a
customer credit manually:
* Manually Create A Customer Credit [1] (video)
Links:
------
[1] http://youtu.be/mjzc_tkfoVI
While reviewing an account's open invoices on the Receive Money tab
in Accounts Receivable, you may need to make last minute changes to
the invoice details. For example, you may need to modify freight,
miscellaneous charges, service charges, or tax. On...
This documentation goes over how Open Invoices and how to handle them
in Savance Enterprise.
* Open Invoices [1] (PDF)
Links:
------
[1]
http://www.savanceenterprise.com/downloads/documentation/Open-Invoices.pdf
When receiving money on an invoice, you may encounter a scenario
where the customer sends you a payment that exceeds the invoice
balance. You can try applying the payment amount on multiple invoices,
but you may still be left with an undisbursed amount...
In some cases, customers might not pay for an entire invoice at once,
meaning that you are required to receive multiple payments. In order
to do this, follow the instructions outlined in this knowledgebase
article. There are two ways to do this: by ope...
This documentation covers receiving payments from customers in
Savance Enterprise:
* Receive Money [1] (Video)
* Receive Money [2] (PDF)
Links:
------
[1] http://youtu.be/gNl4a5AdgkU
[2]
http://www.savanceenterprise.com/downloads/documentation...
Sometimes a customer will send you a lump sum of money, and would
like you to use it to pay off multiple invoices. Savance Enterprise
makes this process easy. In the Receive Money tab of Accounts
Receivable, search for your customer. All open invoices ...
This documentation covers recording deposits. This feature allows you
to record bank deposits of customer payments and print out a deposit
slip for you to take to the bank:
* Record Deposits [1] (Video)
* Record Deposits [2] (PDF)
Links:
-----...
This knowledge base article demonstrates how to remove a customer
credit from an invoice. This is useful in situations where a customer
credit was applied to the wrong invoice, for example. The first thing
you will want to do is open the invoice:
Ne...
In some cases, you may want to print an invoice. To do so, you must
first open up the invoice in Savance Enterprise. Then go to the
Dispatch tab. Find the print job that corresponds to what you want to
reprint. Right click this row and select Resend P...
The following documentation will show you how to create and view
statements generated in Savance Enterprise:
* Statements [1] (Video)
* Statements [2] (PDF)
Links:
------
[1]
http://www.youtube.com/watch?v=Bbt5REkKej0&feature=youtu.be&...
When receiving money on an invoice, you may encounter a scenario
where the customer sends you a payment that is less than the invoice
balance. You can try applying the payment amount on an invoice with a
lesser amount, but that may not be possible...
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