- #Accountedge pro 2017 how to#
- #Accountedge pro 2017 install#
Entering a Job when using Bulk Edit: If you’re using the Bulk Edit function in a Billing Schedule, you can now manually enter a Job or partially enter a Job to search vs having to use the list to choose from. Once entering in a new zip code for example, you can click the Update button to save that change. We’ve changed this window on the various pop-ups, on a customer record and in the Customer Portal so that there is a Replace Card option where the existing card is removed and a new card can be entered as well as Update buttons next to the Name, Expiration Date and Zip code. Replacing or Updating a Credit Card: There was some confusion as to the options when viewing the Credit Card Details of a given customer. When manually selecting Approve on sales, an Unapprove All button will be displayed as well as if you clicked Approve All. Unapprove All: In a Billing Schedule, you can now click an Unapprove All button. If you see “Card Expired” or “Card Expiring”, when you click this you will be given the ability to send out a Expired Credit Card email to just that one customer using your Credit Card Expired email template. No Card On File and Expiring Cards: When on a Billing Schedule, in the Status column, if you see “No Card On File” in red, you can click that which will then let you enter credit card for that customer without having to leave the window. You can do this from a few different places including on the Billing Schedule and in Bulk Payments by clicking the red text “Expired Card” or by opening the Payment Method tab while viewing a customer record or when on the Update Card pop up window. Sending Single Expiring Cards Emails: You can now send out a single Expiring Credit Card email to just one customer. 
In a future update, we’ll allow you to enter negative amounts recurring sales. On a Credit Memo where credits are displayed as a positive number, you can also enter a negative amount to reduce the amount of the credit.
If the end result of your sale is a negative total balance, the sale will be turned into a credit memo upon save.
Negative Lines on Sales and Purchases: You can once again add a negative line to a sale (eg. #Accountedge pro 2017 how to#
Here’s instruction on how to clear cache for a specific web site. a button doesn’t work), try clearing your cache.
#Accountedge pro 2017 install#
As a reminder, if you’re using Recurring Billing and Bulk Payment processing, please install the latest update r23.0.6 of AccountEdge.
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