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Update Accounts Receivable - Current Process

steffeydev 2025-01-29 12:10:12 +00:00
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Accounts Receivable - Current Process.-.md

@ -3,7 +3,7 @@ How they handle AR (for SNW/Lowe/NUCO):
- Invoices: "standard employees" create invoice in QBO and send to customer
- Payments
- Customer can pay through QBO-generated page, which applies directly to invoice.
- SNW customers can also pay through woocommerce (via stripe) or square, and Lowe can also pay through square. Square and woo payments are exported as CSV and manually entered into QBO
- SNW customers can also pay through woocommerce (via stripe) or square (for phone payments), and Lowe can also pay through square. Square and woo payments are exported as CSV and manually entered into QBO
- Customers can pay through check
- Weekly they transfer from QBO to QBD (Courtney for SNW, Kayla for NUCO, and Candy for Lowe)
- Filters QBO interface to invoices for last week. Missing invoice number in series means there is a credit memo (refund invoice)