How do I bill an out-of-pocket cash expense to my client/customer?

Just open a new bank account type and call it Cash account. Use this account for all cash related expenses. Add to Cash account, if you are making cash withdrawals from main checking account. You will have running Petty Cash account. In fact, it will be more accurate accounting if you have cash withdrawals and […]

How to refund to customer remaining balance of a credit memo in the form of a check to customer?

In order to refund customer by check, from the home page screen, go to plus (+) sign Select “Check” under Vendors heading Payee = Customer’s Name from the list (that you are writing check payable to) ACCOUNT = Accounts Receivable (A/R) AMOUNT = Refund check amount SAVE Go back Customer center (blue navigation bar on […]

We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date? 

To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2 […]