- All Categories
- A/R 📁Applying Payments
Basics
Aturian, Portal, and PopUp Notes Explained
Item Types
▶️How to Manage Order Notes
Items, Variants, & SKUs Explained
Accounting Statuses Defined
Orders
📁Creating An Order
📁Orders List
📁Tracking & Follow-Up
Processing & Scheduling
▶️How To Manage In-House Decoration
▶️How To Complete Orders
▶️How to Manage Open Orders
▶️How To Upload Order Documents
▶️How To Manage Draft Orders
Customers
Suppliers
Inventory
▶️How To Complete A Miscellaneous Inventory Adjustment
▶️How To Create Invoices From Pick Tickets
▶️How To Manually Adjust Inventory
▶️How To Use Pick Tickets with Pick/Pack
▶️How To Create A Reference Item
▶️How To Set Up & Process Royalties
▶️How To Process A Return To Inventory
▶️How To Process Inventory Receipts & Post To The Receiving Journal
Invoicing
📁Creating PreBills
📁Creating Credit Memos
📁Managing Prebills
▶️How To Reverse Customer Invoices
▶️How to Create Invoices From a List
▶️How to Process Single Customer Invoices
▶️How To Pay With Credit Card in Aturian
Stale Invoices
▶️How To Audit Sales Journal & Transmit Invoices
▶️How To Adjust Customer Invoices
▶️How To Manually Adjust/Add Sales Tax
▶️How to Create Consolidated Invoices
A/R
📁Customer Payments-Receipts
📁Applying Payments
▶️How To Apply Credit Memos to Open Customer Invoices
▶️How To Apply An Existing Deposit Using Print Checks
▶️Credit Card & eCheck Payments
▶️How To Reallocate A Customer Payment
▶️How To Apply A Customer Deposit To An Invoice
▶️How To Automate A/R Collections
▶️How To Process A Customer Refund Check
▶️How To Move A Customer Deposit
▶️How To Process A Refund Check From Supplier
A/P
📁Supplier Deposits
📁Checks and Payments
▶️How to Apply An Existing Deposit Using Print Checks
▶️Paying Supplier Invoices by Credit Card
▶️Paying Suppliers/Vendors with Single Checks
▶️How To Void A Vendor Payment
▶️How To Process Vendor Payments Via ACH
📁Enter Supplier Invoices
▶️How To Create a Non-PO Vendor Invoice
How To Process A Single A/P Invoice for Multiple PO's
▶️How To Enter Supplier Invoices and Close The Purchasing Journal
📁Manage Supplier Invoices
📁Shipping File Upload
▶️How to Manage Supplier Credits
Accounting
📁Year End Processing
📁Sales & Commissions
Managing Commissions Payments
Splitting Commissions Amongst Multiple Salespeople
Commissions Profiles Explained
▶️How to Process Sales & Commissions for Payroll
📁Bank Reconciliation
▶️How to Reconcile AP Ledger and GL
▶️How To Close A Book Period
▶️How To Create Manual Journal Entries
Reports
▶️How To Navigate Miscellaneous Reports
▶️How To Navigate Invoicing Reports
▶️How To Navigate Inventory Reports
Administration
Import/Export
▶️How To Create Tax Routines
Email SMTP Setup by Department or by User
▶️How To Add A Warehouse
▶️ How to Create/Modify Templates and Branding
📁Avalara & Tax Mgmt
📁Applying Payments
▶️How To Apply Credit Memos to Open Customer Invoices
1. Click on Create Credit Memo. In the Main Navigation Menu, expand the Invoicing module and click "Create Credit Memo". 2. Select Order Number. Enter the order number and select it. 3. Select Items.…
▶️How To Apply An Existing Deposit Using Print Checks
1. Click on Print Checks. Navigate to A/P> Checks and Payments > Print Check 2. Enter the necessary information. The Cash Account GL and Book Period should automatically populate. The Book Period may…
▶️Credit Card & eCheck Payments
1. Click on Apply Payments. In the main navigation menu, click on the "A/R" module, expand "Customer Payment" and select "Apply Payments" 2. Select session details. 3. Pull Settled CC & eCheck Transa…
▶️How To Reallocate A Customer Payment
Inevitably, for one reason or another, a customer payment will be applied to either the wrong customer or the wrong invoice. To reallocate the customer, Aturian provides two methods. First approach i…
