User guide

7
Printing Statements .................................................................................. 143
Generate Statements Tab ................................................................... 143
Statement History Tab ....................................................................... 144
Statement Printing Process ................................................................ 145
Statement Reprinting ........................................................................ 145
Applying Payments ................................................................................... 146
Apply Payments View ........................................................................ 146
Apply Payment Rules ........................................................................ 148
Applying Adjustments .............................................................................. 151
Apply Adjustments Dialog ................................................................ 151
Apply Adjustment Process ................................................................ 152
A/R Reporting .......................................................................................... 152
Statement Printers .................................................................................... 152
Laser Printers ..................................................................................... 152
Inkjet Printers .................................................................................... 152
Credit Card Processing ................................................. 155
Overview ................................................................................................... 156
CC Communication Modes ................................................................. 156
CC On File (CCOF) ............................................................................ 156
Printed CC Forms ............................................................................... 157
CC Reporting ..................................................................................... 157
CC at Order Pickup ................................................................................... 157
CCOF for A/R and Routes ........................................................................ 159
CCOF Batch Payment Exceptions ............................................................ 159
Payment Exceptions View .................................................................. 160
Resolving Declined Exceptions ........................................................ 160
Resolving Submitted Exceptions ...................................................... 161
Management Reporting ................................................. 163
Quick Report View ................................................................................... 164
Report View ....................................................................................... 164
Report Specifics ................................................................................ 165
Reports Gallery ......................................................................................... 166
Report Features ........................................................................................ 168
Display Controls ................................................................................ 168
Consolidated Reporting..................................................................... 168
Mail Merge ......................................................................................... 168
Report Writer ..................................................................................... 168
Balancing Inventory to Sales ............................................................. 168
Available Reports ..................................................................................... 168