Navigating to Accounts Receivable
In the left-hand navigation, click Payments.
Click Accounts Receivable to view payments you are to receive from either a customer or a vendor.
Click Customer to access customer payment options.
Customer — Payment by Job
Click Payment by Job to view all customer payments organized by job.
Click Customer Payments to view all customer payments. This view has two tabs: Customer Payments (paid invoices) and Not Paid Invoices.
Click Not Paid Invoices to filter the list to invoices that have not yet been paid.
Use the Payment Status dropdown to filter invoices by their current status: All, Partially Paid, or Fully Paid.
Click the Eye icon on any row to view the Invoice Information and Payment Method used for that invoice.
Click Sync With QuickBooks (the sync icon) to push a payment directly from Floorzap to your QuickBooks account.
Click Pay to make a customer payment on a specific invoice. In the payment form, review the Invoice Information (Invoice #, Customer Name, Billing Contact) and fill in the Payment Method and Deposit To Account fields.
Click the Print Receipt icon to view the payment receipt. From the receipt screen, you can click Email to send the receipt to the customer, Print to print it, or PDF to download it.
Customer — Payment by Invoice
Click Payment by Invoice to view all customer payments organized by invoice.
Use the Payment Status dropdown to filter invoices by status. Options include All, Submitted, Unpaid, Pending, Partially Paid, Fully Paid, Past Due, and Over Paid.
Use the Last Payment Date filter to narrow results by date range. Choose from preset options (First Quarter, Second Quarter, Current Year, Previous Year, Custom Range, etc.) and click Apply to update the view.
Click the Add Payment icon (green dollar sign) to add a payment to a specific invoice. Fill in the Invoice #, Customer Name, Payment Method, and Deposit To Account in the Add New Customer Payment form.
Click the Print icon to print the receipt for a specific invoice.
Click View Invoice/Contract to open the full invoice or contract for the selected record.
Vendor
Click Vendor under Accounts Receivable to view Manufacturer Payments to be received from vendors.
Click Receive Payment to access and record incoming manufacturer payments.
Click Add Payment on the desired row to add a manufacturer payment. In the Payment Manufacturer Adjustment form, fill in the Title, Payment Method, Reference #, Payment/Invoice Date, and attach any relevant files. You can also make an adjustment to an existing payment from this screen.
Click Payment History to view all payments received from manufacturers.
Use the Date Range filter to select a specific time period and view the payments made within that range.