From ddcc5cb24d7354ba29e77a7048dd7a538d86e476 Mon Sep 17 00:00:00 2001 From: steffeydev Date: Wed, 29 Jan 2025 12:10:12 +0000 Subject: [PATCH] Update Accounts Receivable - Current Process --- Accounts Receivable - Current Process.-.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/Accounts Receivable - Current Process.-.md b/Accounts Receivable - Current Process.-.md index 9aafe63..e3abe98 100644 --- a/Accounts Receivable - Current Process.-.md +++ b/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)