>> 5.9 Shop Management Updates Here

[curtis81]

I HAVE A CUSTOMER THAT WROTE A CHECK FOR EACH INVOICE. IF THEY HAD 85 INVOICES LAST MONTH, I'D RECEIVE 85 CHECKS THE FOLLOWING MONTH. NOW THEY HAVE SWITCHED TO MULTI INVOICES / 1 CHECK. HOW DO I APPLY PAYMENTS TO THE INDIVIDUAL INVOICES TO ASSURE ITS CREDITED TO THE PROPER VEHICLE ? THANKS

CURTIS DAVIS
MEMPHIS TN

[nickscarcare]

Depending how the customer has their check, you should be able to go to F5(batch payment), if you had them charged previously. Then you can just go through and select the invoices that the check applies to and apply the payment.

[liljoe]

My office lady does things a bit differently then most people do things. What she does is when we recieve a check, she will go into cust history and apply the payment to each invoice useing the same check number for each one and just apply the amount due for tha invoice, move on to the next, apply payment to it, move on to next and carry on till finished. I showed her the batch payment but she prefers doing it this way and it still comes out accurit.

[fortknoxx]

lil joe, suggest to her the f5 button. it will show all posted invoices for that customer with a balance due. if it is a current account with no late fee. just enter the amount and hit auto distribute. it will apply payment to the invoices starting with the oldest.

[liljoe]

lil joe, suggest to her the f5 button. it will show all posted invoices for that customer with a balance due. if it is a current account with no late fee. just enter the amount and hit auto distribute. it will apply payment to the invoices starting with the oldest.

I HAVE SHE WON'T LISTEN!!!!! It drives me fricken nuts to watch an innefeciant process being done, I just go to the shop and don't worry about it.

[steven kiser]

Most of my accounts pay by computer generated check like quick books and i can apply by the invoice # or if the amount is correct just (when i'm in batch payment) hit auto distribute. On rare occasions the ones that hand write the check will get the numbers messed up and if i don't catch it will screw up my accounting. My old book keeper would do it like lil joe's and i would get squirrelie and leave. She would chase a penny across the country where if i was within 20 bucks for the week i was happy.

[Rich]

Caution, you may not agree with my post....too bad.

When a customer comes in and runs a "charge" I write it down on a good old "legal pad" of paper. The computer can't glitch and mess that up! (I NEVER trust a computer! EVER. Too easy for myself to delete something by accident, and poof it is gone.)

When the customer sends a payment for multiple invoices...I find which invoices they are paying. I press F5 and under TYPE, I select check; in the amount, I enter the INVOICE amount; NOT the check total. In Ref#, I enter the check number. I find the invoice that is to be paid and I Apply the payment. Then I do the same thing over again for the other invoices.

Here is my take on this.

In "my world" I have to be dam sure my A/R is 100% correct. If my books are over or short a few cents I don't waste the time looking. But my A/R has been 100% correct (or mistake found and corrected) for 16 years. I am blessed to have a boss that understands me being about this fact. We know that if you walk over to "Richs Bible" and it shows you owe 100.00, you OWE it.

So you don't like your ladies way of doing it? I understand. But the way I look at it is this; it is MY job to be 100% accurate. My boss doesn't like 80%. My way has proven to work since the day we got computers. It may take me 2 minutes more to print invoice by invoice, but it save me hours of hunting for a mistake.

So if the lady in the office does it "your" way and a mistake is made, will YOU help her find it?

Sorry to offend anyone. But i can't stand when I have a tech tell me how to do my accounting. I don't ever go tell them how to fix a car. I do office work, you fix cars, lets keep it that way.

[Rich]

TA-da! perfect case!

I JUST posted a $100.00 cash payment to invoice 18735. IT has an outstanding amount of $685.24. When the receipt printed out it looked "different".

Paid on account....cash.....$100.00

No invoice, no remaining amount. So i figure that I posted it to the new dumb line that shows up. I go back to correct MY mistake and the system shows they owe us NOTHING!

[Rich]

this is me calling tech support! that invoice got moved to a completely different car and customer!

However I am really smiling. Cuz I fear not to call Mitchell tech support. THEY ROCK!!!!!