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Invoice asap level pricing per item12/30/2023 While InvoiceASAP does have some bugs that need to be ironed out, it is overall a very powerful and user-friendly piece of software. InvoiceASAP also integrates with QuickBooks Desktop, allowing businesses to seamlessly import their invoices and estimates into the software. ![]() These features include ACH payment processing, reference databases, customizable invoices, debit/credit card processing, electronic signatures, in-person payments, payments via mobile, support for multiple currencies, online payments and invoicing, recurring/subscription billing, reporting/analytics, and tax calculation. Just remember, the fees will update depending on the action you take and each function is dependent on what's being made to each item.InvoiceASAP is an invoicing and payments software with a number of features designed to streamline the billing process for businesses. Note how the fees are now updated to reflect the change of price depending on the action: Now here's the same invoice with credits/refunds/discounts/adjustments added to it. Here's an example of invoice with out any changes occurring to the items: The latter three show as a reduction of the fee itself. Adjustments can show as an addition or reduction of the fee. Fees displayed are a total of all adjustments, credits, refunds, and discounts. What used to display as a "Net Amount Paid" only shows how much the student has actually paid.Īnother new change which is related to how we display transfers is the way in which fees are displayed. We also see that the amount paid has not changed. It is no longer factored into the subtotal of the class itself. Notice that the class we're transferring out of has been reduced down to $0. Well, with our new invoice summary, this is no longer the case. The issue though was that when the credit was applied, it used to appear as though the student was paying twice. Before a transfer is thought of returning an item, receiving ASAP credit, then directly applying the credit to the new item. One of the biggest points of contention and confusion with our customers is how we treat transfers. You'll see that the refund has been made, the amount processed under the "Full" display, as well as a new section above the "Balance" indicating how much was refunded: Once done, you'll be directed back to the invoice. In this case, I've went ahead and made a partial refund of $45. You'll be brought to a familiar screen to process a refund. You'll find the option to do so under "Actions". Processing a refund is done the same way as before. Make sure to review this article to see what this action does as well as how to access this function: How do I change the payment method on a transaction record? This will allow you to edit any notes as well remove any non credit card transactions. Here's the location of the button:Īnd here's what happens when you select this button: If we need to apply another discount, remove it, or update how it is allocated this can all be found in the "Actions" section:Īt any time you need edit the transaction details, just select the "Edit" button below the "Invoice Transaction Details". Instead of the guess work of trying to figure out how it was divided, we can see how much of the discount is allocated to that item. ![]() In this example here, we can see that the discount was applied on the invoice item and is clearly listed below it. This is how our discounts have always applied, but now we can clearly see how each item received a discount. No longer are they found at the bottom clustered as a whole amount, rather they are applied on the item level. ![]() Once done, you can select to "Apply Credit" and a dialogue will pop up that needs confirmation in order to do so:Īs part of working with discounts and how they are applied to the invoice, we've also updated how they are displayed. ![]() To apply credit on the invoice, you would need to actually go under the "Actions" section to do so. Here are some left over topics that may come up when navigating this page.
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