- 6 -
6-9-7-3 from the main menu
- A -
Accounting
Adding an A/R Credit Adjustment
Adding an A/R Debit Adjustment
Additional Charges
Adjustments
Apply Unapplied Credits (6-5-2)
- B -
Begin typing the customer name or select the customer from the drop down list.
- C -
Click this button if you wish to save the credit and add an credit for a different customer.
Click this button if you wish to save the credit and add another credit for this customer.
Company File
Creating a Rental Order
Credit Amount
Credit Date
Credit Text
Customer
Customer File
- D -
Deposit Codes
- E -
Enter text for the credit which will convey to the customer what the credit is for.
Enter the amount of the credit.
Enter the original invoice date for the credit. This date will determine aging and finance charge calculations from this point forward.
Expense Codes
- F -
Fields
First and foremost, understand that this program should ONLY BE USED TO CREATE INITIAL CUSTOMER BALANCES. Any invoices or credits created using this program WILL NOT POST or EXPORT. Once you have "built" your customer balances in FocalPoint, you should be able to run an Aged Trial Balance in FocalPoint, and it should match your accounts receivable balance from whatever A/R system you were using before implementing FocalPoint. Once this is achieved, this program should be of no use to you, and it should not be used to create invoices after you begin using FocalPoint. Consider Adding A/R Credit Adjustments for credits that are not generated by front counter operations.
- G -
Group File
- M -
Move Credit By Store (6-5-9)
- R -
ReAssign Payment (6-5-8)
- S -
Save Invoice/Add Next
Save Invoice/New Customer
- T -
This help file was created with the free trial version of HelpScribble.
- U -
UnApply Payments/Credits (6-5-7)
- W -
When you first begin using FocalPoint, you may already have a balance an Accounts Receivable account either on paper, in a third party accounting software package, or elsewhere. This program is used to "build" this balance in FocalPoint. FocalPoint has fully functional A/R functionality, and should be used in place of any A/R functionality elsewhere that you were using before implementing FocalPoint.
Write Off Finance Charges
- Y -
You will need to decide if you are going to enter individual outstanding credit, or simply add one credit representing a "balance forward" amount from your prior A/R system. FocalPoint can handle either scenario, but your customer may prefer one way or the other for their ability to understand how much money you owe them.
