Invoicing

Invoices created in SedonaOffice are posted to the general ledger in a “real time” manner.  This means that when the User presses the Save button on an Invoice form, it is immediately posted to the general ledger and the customer’s accounts receivab...

Sales tax is automatically calculated on all invoice types depending on your company settings within the SedonaSetup application.   If a Customer's Site is flagged as exempt; i.e. if there is an entry in the Tax Exempt field of the Site, no tax will...

sedonaoffice-invoice-service-ticket-templates-1-1.pdf

A company has the option to have their invoicing age by two methods. A company has the option to create aging buckets. These options can be done in the same Sedona Setup location. Sedona Setup > Aging Buckets ...

Issue: Our company information is no longer printing on our invoices.  I am unable to figure out what setting may have changed. Resolution: Open an invoice in SedonaOffice and go to Print Preview, or if invoices are created from...

If the late fee showing on a customer’s account was created during statement generation, then it will not automatically show on invoice statements printed from the customer account. To get a late fee to show on the invoice statement, follow the...

For Customers that are set up on Autopay using a Bank Account or Credit Card, you can add a Message to their Cycle Invoice letting them know not to pay their Invoice because it will be charged automatically to the Bank or Credit Card on file. ...

Is there a way to email an invoice directly to a customer? Yes. To email an invoice directly to a customer: The easiest way to do this is to open the invoice and locate the Contact area at the bottom of the invoice. Make...