-
A customer payment batch consists of two elements; 1) the batch header which specifies the date, description and the tape (expected) total and 2) the individual payments for each customer. The User must first create the Batch Header before being ab...
-
Selecting this option will display a list of two options; Customer Tree and Customer Lookup. Customer Tree This option is used to open the Customer Explorer record attached to a non-customer record being viewed. For example if a Job Record ...
-
On occasion, you will receive a notice that a customer payment has insufficient funds (NSF). You have a few options on how to deal with the payment.
If the deposit containing the bounced check has been reconciled, you will need to perfor...
-
The User performing the Cycle Invoicing process should close other software applications prior to beginning and not open any new applications until the process is finished. Important Notes: No Users should be completing any customer cancellation...
-
The Miscellaneous Invoice Form is divided into three parts: Invoice header - contains information regarding invoice date, aging date, terms etc. Invoice body – consists of two tabs (items and parts) – this is the detail area where items or parts are...
-
There are several options available to customize the look of your company’s SedonaWeb application. A BoldGroup technician will set the options for your company with the information you provide. Some of the preference options are related to the login...
-
This option is used when a Customer moves from a Site where your company has equipment installed and another Customer moves into the same Site and your company will be monitoring and/or servicing the system(s) for the new Customer. This function w...
-
CLICK HERE TO VIEW IN FULL-SCREEN ...
-
Last Updated: 01/08/2024
in SedonaOffice Inventory Parts To view the Parts Updater guide, click here .
You can also find a video about the Parts Updatere here .
...
-
This article should be considered required reading for all Users working in Collection Queues. Before working in any Collection Queue, it is important to understand the information displayed in the Collection Queue and the source of that informa...