Accounting - Accounts Receivable (Client Invoices & Cash Receipts)

Refund a Client's Over Payment
If a client has given you more money than is required and you wish to refund them with a check, follow the steps below: 1. Determine where the over paym...
Thu, Mar 26, 2020 at 3:38 PM
Entering a Client Invoice Payment Tutorial (ProCloud)
Wed, Aug 16, 2017 at 5:04 PM
Entering a Payment when a Client Pays less than Requested
If a Client submits a payment for less money than was required, you can enter this amount into the system by applying it entirely to the Document it was rec...
Fri, May 29, 2020 at 12:55 PM
Recording a Commission Check as a Miscellaneous Cash Receipt
Sometimes you will receive money from a source other than your Clients such as a commission or a finder's fee. Money that comes into your business and ...
Fri, May 15, 2020 at 3:32 PM
How to update the Client Item Descriptions on an Invoice
Use this method if the Invoice pricing is correct, but you need to make changes to the Client Description of an Item that is printing on an Invoice that has...
Mon, Jul 17, 2017 at 4:09 PM
How to Update Your Sales Tax Codes when the Rates Change
The sales tax rate must be changed in your Design Manager Software for each project that is still open and will be billed at the new rate. We strongly sugge...
Thu, Feb 7, 2019 at 3:03 PM
State of Florida Discretionary Sales Tax (Surtax)
Important Note: Please use this information as guidance only, contact a certified CPA to discuss the information contained and follow your accountant's...
Wed, Sep 9, 2020 at 1:46 PM
Reasons to use Retainer versus a Deposit on Proposal Tutorial
Wed, Aug 16, 2017 at 5:03 PM