The only thing that isn't correct on my reports Tina, is that because I unposted the invoice to apply the payment, the payment then will not show up under paid on account. This is a problem if I repost the invoice under the original posting date (because I don't want to mess up my original entries i...

Tina,
Duh, I didn't realize that I could unpost an invoice, keep the original posting date, and apply the payment for a different date until just now. I truly appreciate your advice...you must like your reports to balance too!

I for one like to have everything balance out and show on my reports...that's just the way the good Lord made me :D I appreciate the help Tina, the only drawback is that if I unpost the invoice and make a payment I will have to change my reports for that day. Help me think this through, couldn't it ...

Tina,
Walk me through this. Customer's invoice is for 106.84 and he wrote check for 110.00. I do F5 batch payment for 110.00 and a screen pops up saying apply excess to customer's account? Take it from here....

What is the proper way to handle a customer writing the check for a few dollars more than the invoice? We have a few customers that write their check for an even amount? They do not want the difference to be on their account they just want to give us a few extra bucks. It would be nice to show the "...

How do I make that request?

We service a company that pays the bill for their employee vehicles. Is there a way to have the vehicles under the company and also attached to the individual? We also use CRM and need to have a way to have email messages go to the individual and not the company...any suggestions?

Thanks,
Vickie

Thanks guys...and Merry Christmas!

What is the best way to handle sales of gift certificates? Is there another way to show a credit balance besides going to update customer and enter a credit on their account? We sold a gift certificate to one of our customers for another one of our customers. She paid for this by credit card. I need...