Invoice - Payment Stub by Default
Originally a user had to hold the control key down and click “View Invoice” to generate an Invoice with a Payment Stub.(This still works)
Now you can set the Payment Stub by default.
Navigate to the Invoicing and WO Preferences screen by following this tab order: My SRS - Preferences - Accounting - Invoicing / WO’s.
Check the box next to Invoice Stub to include payment stub on invoice by default.
The Payment Stub will be located at the bottom of the first page of the Invoice.
This Payment Stub gives the options to:
1. Check a Payment Method
2. Fill in Check information
3. Fill in Credit Card information.
4. A Signature box
Version 6.9.5.0
Improved List View - Invoices
A new and improved list view has been added for Invoices - List All Clients.
Navigate to Invoices - List All Clients. Click the button “Expand List” in the lower right hand corner to view the new list view.
The improved list view allows you to “Show All” and “Quick Search” similar to the contact and product list views.
There are eight ways to sort the new list.
The available sorts are Bill To, Client, Invoice #, Total, Payment Amt, Balance, Date, and Description.
All of the same data from the original list view is displayed in the new list view.
Version 6.9.5.0
QuickBooks - Sync Payments
Are you currently using the QuickBooks integration within SRS SmartOffice?
Are you posting invoices over to QuickBooks?
You no longer have to wait to post invoices to QuickBooks because of payments.
You no longer have to manually edit invoices in QuickBooks to add payments.
There is now a button for QuickBooks Sync Payments.
This is located in the Post Invoices to QuickBooks section ( My SRS - QuickBooks - Post Invoices).
This feature will allow you to enter payments in SRS as needed and sync with QuickBooks as needed.
It’s easy to know the last time that payments were synced with SRS by a time stamp above the sync button.
Invoice - Split Check
Sometimes a client will write a check for more than what is due now.
There is a simple way to apply the overpayment to the next invoice.
Let’s say that the amount due now is $500 and the client pays $1000.
On the first invoice you can add the payment as $500 dollars.
In the description I suggest you write Check# 555 (Split Payment - $500 of $1000).
On the second invoice you can add the credit as a new payment line item.
This description will be based off of the first description from the original Invoice.
For my example the second description will say Check# 555 (Split Payment - $500 of $1000)
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