In Case You Need Help
Are you looking at financial reports that are not telling you the story of your success? Are you newly implementing ConnectWise and want to understand how other IT Companies have done it? Please call 508-250-0523 or email us at email@example.com
The first step is to recognize that there is a business need … and then let us help you solve it. We have a Five Phase Methodology that we are happy to discuss with you. Please call or email. Today would be great! Call 508-250-0523 or email firstname.lastname@example.org
Please feel free to check out our Resources Tab for downloads and information provided per request. Also, view our Tips below. You may find just what you need right there.
Create the Credit Memo referencing the original invoice number that the credit was created to offset and add a “CM” as a suffix. For example, an Account Manager requests that a credit be issued against Inv No 11577. Create Credit Memo 11577CM. When you or the Account Manager searches for this in Invoice Search, it will be confirmed that the Credit was issued. This also helps the customer realize that the request has been followed through with. This should apply regardless of if the previous invoice was paid in full.
It is important to track transactions that are notable on a per Vendor basis. So, regardless of whether you pay your cell phone bill by Credit Card or bill payment, your cell provider should be a Vendor. A bill should be entered against the cell provider and then processed via “Pay Bills” against the Credit Card used. OR the credit card entry is transacted against the vendor in a single entry. When you think of this across the vast spectrum of Vendors, the visibility into what was purchased from who may not be overstated, especially when it comes time to review agreements and compare “how much was spent with Vendor A” at renegotiations