PAYMENTS
How to setup and use Memo Code in N41 (Footer on print out documents)
1. Go to Company Setup, Company, Memo Code 2. Click New 3. Type the Code and select the Location 4. Go to Company Setup, Accounting, Payment Method Select the Memo Code for each Payment Method for corresponding documents. 5. You have a chance to ...
How to create “Credit Memo” from a Return Authorization
There are 3 possible ways of creating Credit Memo in N41. I. Using existing RA (Return Authorization) from RA screen II. Using existing RA (Return Authorization) from Credit Memo screen III. Manually selecting Customer, Style/Color and Quantity. I. ...
AR Adjustment
1. Setup Adjustment Type Go to Company Setup, Accounting, Adjustment Type Click new and enter the Adjustment Type 2. Go to Customers, Account Receivable 3. Select the customer from the drop down 4. Click New 5. Select Type and Division 6. Type ...
Auto Invoice by RTI (Ready To Invoice)
(System Option USE_RTI = “Y”) 1. Set RTI for SO Shipment If you click “Ready To Invoice” button, Ready To Invoice window shows. When a credit card shipment is processed, the SO Shipment is set as RTI, but Invoice is not created simultaneously. ...
Sending invoice in PDF format after invoice is created as scheduled batch job
The job will send pdf invoices for all invoices created last one day. Email will be sent only for the customer with valid email address and “Invoice Email” checkbox is checked in “Customer Master”. Batch processing of sending invoice email is ...
Automatic Invoicing
There are three areas to configure to use ‘Automatic Invoicing’. Customer Master Email Server Setup N41 Server job Schedule 1. Customer Master configuration You can control which customer would get invoice email in N41 customer master window. After ...
Print multiple invoices
1. Go to “Customers” [1] Click “Invoice” [2] Click “Last” [3] 2. Click “Print” Then “Invoice print” window will be populated. 3. Click “multi Print” button. 4. Choose the multiple invoices you want to print by using Ctrl or Shift Key. Click “Select” ...
Credit Card Refund
This manual is for credit card return through the N41, it only allows you to return Credit card transactions which you have already been settled. Note: CC transactions which have not yet been settled will be voided instead of refunded. Please create ...
Create payments
Go to the customers [1] Click “Receive Payments” [2] Click “New” Select the Customer Select the “Transaction Type” Select the “Division” and input necessary information Input the DC % (if you select Write-off, this is not available) Check invoices ...
Apply Credit Memo to open Invoices
1. Go to Customers [1] Go to Receive Payment [2] Click New [3] 2. Select “Customer”, “Division”, “Payment Method” from the dropdown If the chosen customer has open invoices, the list of invoices will appear Click “CREDIT” button on the invoice you ...
How to apply term discount
Go to the customers [1] Click “Receive Payments” [2] Click “Write-off/ Discount” button [3] Select the Customer Select the “Transaction Type” Select the “Division” and input necessary information Input the DC % (if you select Write-off, this is not ...
How to reverse a pre-authorized Credit Card Transaction
A credit card pre-authorization is much like any other charge to a credit card, except instead of actually debiting funds from the cardholder you just put a temporary “hold” on the funds that lasts for 5~30 days. While the transaction may or may not ...
Creating Return Authorization (RA)
<br> 1. Go to “Customers” [1] Click “Return Authorization” [2] Click “New” [3] Select “Customer” from the drop down [4] 2. Click “Add Style by Customer Invoice”. [1] Select “Style/Color” you want to create RA for. [2] You may choose multiple ...
Creating Credit Memo (CM)
<br> There are 3 possible ways of creating Credit Memo in N41. Using existing RA (Return Authorization) from RA screen Using existing RA (Return Authorization) from Credit Memo screen Manually selecting Customer, Style/Color and Quantity. I. ...
Create payment for multiple invoices for same customer
1. Go to receive payment and click new 2. Select customer from the dropdown 3. Enter the amount received and select invoices within the amount and then SAVE.
Closed / Reopen invoices
How to edit closed invoices & How to re-open invoice Steps Go to Customers Click Invoice Click Refresh Enter Invoice Number Click OK Invoice print window will be populated Click the magnifier on Paid Amt Double Click Payment# It will open Receive ...
How to issue Refund
<br> How to issue REFUND Steps Go to Customers > Refund on N41 Navigation OR Go to Customers > Credit Memo and find the Credit Memo which you would like to issue Refund for Click Refund button Check the Credit Memos which you want to issue ...