Articles
How to Verify and Correct What Subaccounts are Billing to the Master Account
This document goes over the quickest way to see what Subaccounts are not billing to the Master account and then how to make the correction. The steps below are for any SedonaOffice version 6.2.0.x and forward.
Overview:
The steps below sh...
How to Age One Customer's Receivables
When a customer makes payments or gets credit added to their account, the account will not show correct totals for receivables. A customer can manually Age the customer account
In the example below, you go to the Aging option where the arrow be...
How to Reverse a Deposit
A Deposit can only be Reversed if it is in an Open Accounting Period, or it has not been Reconciled.
Payment Processing
Open Payment Processing and click on “View Deposits.”
Select the Deposit you want to Reverse and double-cl...
How to Turn On Mail Merge Templates in Collections
Issue:
We’re missing the option for templates when setting up or editing Collections Profiles. It is supposed to be displayed in the area in the square but it’s missing.
Resolution:
To turn on the option for Default Templ...
How to Add Dates to Collections Letter Templates
Issue:
Customer has created a new Collections Letter template but none of the Date fields in the Mail Merge Available Fields will function correctly.
Resolution:
The date needs to be added to the template using Word.
Open t...
How to Add New Fields to Collection Letter Templates
Issue:
Customer needs to add new fields to Collections letter templates.
Resolution:
In SedonaOffice, open the Collection Queues by going to Client Management > Collections.
Select a Queue.
Before clicking the Mail Mer...
SedonaOffice has Two Types of Late Fees
Statement vs. Invoice Late Fees
SedonaOffice was originally designed with just one way to calculate late fees, and this was part of the statement process. The late fee applied to the customer as a whole, or to a specific customer bill to addres...
How to Apply Payment when Invoice Shows Pending Status
This document will go over how to solve the issue when showing an invoice in a pending state without needing to call support to remove the status. The steps are done in SedonaOffice version 6.2.0.16.
Overview
Scenario – Customer has a...
How to Change Billing from Subaccount to Billing to Master
How to bill subaccounts is different for every customer. This document will go over how to change billing the subaccount to billing the master. Document uses examples from SedonaOffice version 6.2.0.16.
Overview
The easiest way to tell ...
How to Show Site Information of All Subaccounts on one Master Account Invoice
There are times when Master accounts need one invoice with all the subaccounts showing the site addresses. This document will show how to achieve that result. The version of SedonaOffice used is 6.2.0.16.
Overview
The steps below will b...
How to Use the Items Tab under the Customer and Site Level
The Items section allows you to select an Invoice Item(s) and enter a specific price for Invoice Items and Recurring at the Customer or Site Level.
When creating an Invoice directly from the Master Account using the Items section this w...
How to Use “Sub Item of” to Roll-up Recurring Items
If you want to “Roll-up” Recurring Items into One Item instead of each one being listed separately on a Cycle Invoice, you can use the Sub Item of Feature.
Customer Recurring
To “Roll-up” RMR Items for existing Recurring, right-click on...
How Hold Dates Work
If you have customers set up for cycle invoicing auto pay, then those customers will automatically have an eft payment created for them when their invoice is generated. That eft transaction can be made to process right away, or it can be held and th...