Liz Madrid Red Ribbon

Hello, I only want this to apply towards Prospects nothing else.

Hi Michelle, Will this apply only to Prospects not Customers? Thanks, Liz

Hi Jack, I have not had a chance to follow these steps yet. Please give me a some time to process this and I will definitely keep you posted. Thanks, Liz

Hi Ely, I just went ahead and used the NSF instructions to process the chargebacks.

Great, thanks Michelle!

I did it by using the NSF instructions.

Hi Dominica, I've decided to just use the NSF process as they are similar instead of having to download the suiteapp. Thanks, Liz

Hello, Can a chargeback be handle like a NSF?

Hello, Can someone else on the accounting side assist with this matter? Thanks, Liz

Hi Ivy, It won't allow me to void the payment because there were 2 deposits entry that day. Also, I'm concerned what will happen to the bank reconciliation that has been performed if I void this deposit? Wouldn't it effect the deposit if it's been reconciled?

Hi Ely, I'm not refunding the customer the credit he has in the account. I want to apply it to the invoice that was paid with the credit card that he disputed. Sorry if I'm not making my inquiry clear. My concern is how do I make the invoice open again and how should I handle the credit card payment that I had posted now…

Hello Ivy, I just realized the customer actually has a credit memo in their account that I can apply towards this invoice but I must first figure out how to handle this initial credit card payment that they are disputing. Please help! Thanks, Liz

Hi Ivy, This is a customer not cash. Sorry I'm still confused, so if I void the payment wouldn't that effect the deposit that has already been posted?

Hi Ely, So just to be clear, you want me to void the invoice even if the payment has been received and deposited back in March? If I void the invoice now how would it effect the accounting side? Wouldn't the payment still show the account now has a credit from the initial card payment if I void the invoice? The payment has…

Hello, Is anyone available to assist with this question. Thanks, Liz

Great, thank you so much Dominica!

I have it figured out. Thanks for your time.

Hello Ely, I had already selected the quantity in the edit column when I sent you the snapshot of the report. I only want a single line on one invoice, it's giving me multiple lines for the same invoice. How do I eliminate this issue?

Hello, To be clear I need a report that will give me the quantity of the item purchased and total amount spent for the year. Thanks, Liz

Hi Ely, Do I keep the "Auto-Appy Vendor Prepayments" checked?

oh I'm sorry, I misunderstood the process you sent over. I will make that function available. thanks Ely!

So how is it possible to apply customer deposits. I'm sure there are vendors who require a deposit for a large order prior to submitting a bill to us because the products have not been shipped.

Hi Ely, I have already cut a check for this deposit, so how can I apply this deposit towards the PO I created if we have not received the bill. I see that your screen shot is a bill page to select a bill for this deposit. Is there any way to apply it towards a PO and not a bill? thanks, Liz

Hello Ely, We are the one issuing a deposit to the vendor from a PO we generated for items that are being ordered. Vendor require a deposit, so how do I apply this deposit off of that PO? Thanks, Liz

Thank you so much Ivy for all your help and patience, everything looks great!

Ivy, could you please double check my mapping to make sure it's correct

Hi Ivy, Yes the price for Socorro is the cost you see on the base/purchase price. we can use one or the other.

Nevermind Ivy, it just took sometime to import it over...YAY thank you so much. This is all so new to me. Now I need to import the Socorro contract price in the item record. Your mapping shows a list price but I don't have that on the list of field on my mapping. This is my mapping

Hi Ivy, I was able to import the items over but the job status shows all 190 came through, this list below doesn't look like there are 190 items.

Ivy, I did exactly how you show it above. This is my mapping and nothing was imported