Overview
Finance charges are created as separate invoices to the
client in the FloorManager and JobRunner management systems.
These Accounts Receivables do not need to be put through as
quotes and then sales before invoicing; they can be created directly at the
customer record. These types of A/R transactions bypass the sales process and
post directly to Accounts Receivable under the customer’s account.
Process
Once you locate the customer you need, click the
button on the top toolbar.
This will open the Edit Customer Account screen and allow you to create an
invoice for the finance charges. Select the radio button next to “invoice” and
then enter the fields at the top with the appropriate information. You can
choose a salesperson or leave it blank. You may enter the amount of the
finance charge in either the material or the labor field. Enter a description
shown on the invoice that explains the charges. For example, “Finance Charges
August”. Make sure the tax is selected correctly. If there is no tax, select
“Tax Exempt.” 
Once the top portion of this information is complete and to
your satisfaction, use the 
button to add the invoice
information to the Account Edit Overview section below the entry section (see
Figure 1.2).
This will allow you to create
additional invoices or credits for this customer at this time. Click the
“Accept” Button (see Figure 1.2) to post this invoice to Accounts Receivable
and add it to the customer.
The invoice now shows in the
invoice file and on the customer’s account (see Figure 1.3).
Training-v22b-20230607RB-KB