The credit limit is set on the Customer Record in QuickBooks. If there is a Customer link between EverLogic and QuickBooks it will update when an Accounts Receivable transaction is posted.
IMPORTANT: On-Account Payments go to QuickBooks on the EOD the same day used.
1. Access QuickBooks
2. Go to Sales and select Customers
3. Search Customer or select New Customer
4. Click Edit for existing customers or enter Customer data for new Customers
5. Enter Credit Limit
6. Save
IMPORTANT: On-Account Payments go to QuickBooks on the EOD the same day used.
You can manually track the customer's credit limit and balance in EverLogic within the Customer File. Updates to the credit line for the Customer are sent to QuickBooks automatically when On Account Payments are used in EverLogic. You can use the On Account Payment Type on Deals, Repair Orders, and Invoices.
NOTE: You will have the ability to close the Repair Order or Invoice and send to QuickBooks. All On Account Payments, regardless of the closed status, will be sent to QuickBooks the same day. The Invoice to the Customer will show a balance due and indicate the On Account amount in the Amount Tendered Field.
THE FOLLOWING INFORMATION RELATES TO ON ACCOUNTS AND HOW THEY MAY BE HANDLED IN QUICKBOOKS
When completing the EOD Process, the On Account transaction can be seen as a Payment Type.
The transaction will be recorded in the Accounts Receivable Account within QuickBooks. You can review the data sent to QuickBooks within the Customer Account in QuickBooks. The balances may be adjusted as Payments and Invoices are sent from EverLogic to QuickBooks. Click Edit to review the entire Invoice details.
EXAMPLE: The screen below is shows the details.
EXAMPLE: The Transaction Journal will show the same details in a different format.
Click Receive Payments, to manually post payments to the On Accounts Customers in QuickBooks.
The screen below shows the details of receiving an On Account Payment. Be sure to Save.
The Account Receivable Register below shows the Accounts Receivable Account, which is automatically updated when you receive the payment in QuickBooks.
