Can a customer or vendor credit be added?
Currently an overpayment or refund cannot be tracked as a credit within the system. In situations where this is needed, is is best to adjust the necessary report and apply the overpayment/credit against another record.
In QuickBooks it is possible to post a payment for more then the Invoice amount, but when you do the same thing within Contractor Foreman and sync it to QuickBooks, QuickBooks will reject it since the amount is for more then the billed amount.
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Basics of Reports
Purpose: To easily and quickly get you the data you need to help you run your business.. Background: Within Contractor Foreman there are multiple pre-built reports for you to use. And we are adding more all the time. Points to Remember: All Reports ...
What is the Bank/Credit Account used for?
The Bank/Credit Account field used within the Expense module allows you to track which card was used to make the purchase; saving you time later when you reconcile your records. If you are connected to an accounting system such as QuickBooks, the ...
How do I share a file with a client or vendor?
To share a file with a client or vendor, go to the Files module and select the File you want to share. Here, there will be a person icon, if you click that it should enable you to show it in PDFs and share it with the client. If you wish to email it ...
How do you delete a customer record?
You can archive this Item in case it is needed in the future. But If you really must delete a Customer Record, go to: Menu > Directory > Customers > Select the Customer > Contact Tab > Scroll down to Action Button > Click to Delete.
If a Lead becomes a customer, does the data transfer to the customer record?
If the Lead becomes a Customer, every data that is present in the Lead will carry over to the Customer record.