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A CRM’s purpose is to stay connected to customers and to streamline your procedures.
If used correctly, a CRM software will give you a better understanding of your customer’s behavior. This will give you the opportunity to adjust accordingly. By making the necessary adjustments, this should translate into better relationships which will increase your profitability.
When entering a Miscellaneous Receipt in Accounts Receivable, an Invoice must be created.
All AR Receipts except for Unapplied Cash require an Invoice document to be created.
To enter an AR Invoice with a Miscellaneous Receipt from one screen, do the following:
Open Receipt Entry window
Select Misc Receipt for transaction type
Select Customer number
Leave Invoice Number as ***NEW*** to use the next available invoice number or type the invoice number required
Post the batch
To find the invoice, go to A/R Customer Inquiry.
Acute Data Systems
Tel: 800.761.3037
Fax: 800.801.8573
solutions@acutedata.com
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