Does PestaRoo™ provide full A/R (Accts Receivable) functionality?
Yes.
Please give a short summary of how payments are entered.
Imagine that you are opening the mail. For the first check find the customer by any part of the name or address. From Choose Customer, click on ‘Make Payment’. You will land on a screen showing all the unpaid invoices for that customer. Click on the payment(s) to pay, type in the Check Number, and post. Thats it. Easy and fast.
Does PestaRoo™ allow partial payments?
Yes. As soon as you post the payment, it will update the invoice to the remaining balance.
Does PestaRoo™ include credit card processing?
No. However, if you already have a merchant account you can type in the transaction ID in the ‘How Pay’ field.
Can we accept an advance payment for service not yet rendered?
Kind of. You can create an ‘credit’ invoice and apply the payments against this invoice. Payments must be placed against invoices in every case.
How are installments handled?
When you select an invoice to pay, PestaRoo™ assumes you will be paying all of it. But, if the invoice does have associated Installments, then all unpaid installments will appear in a separate portal where you can select any one (or more) to pay.
Once a payment is posted it will not allow me to change it. So what do I do if I accidentally post a check to the wrong invoice or even the wrong customer?
If you have managers access, you can delete the payment, and then reset (‘Retype’) the associated invoice which will return it to its balance before the erroneous payment.
Does PestaRoo™ handle automatic debits from the banking system?
No.
What do you do when a customer over pays or under pays by a few cents? Lets assume that the amount is so small it is not worth worrying about. How can I eliminate a balance on an invoice? Or, to restate, how do a Write Off the balance on an open invoice?
This is done from within the Invoice section, not Payments. Here is a quick overview. From Managers Access, find the invoice on Invoice Tight List. Click on the button to “Write Off” the invoice. This will open a new window where you can select the amount to write off and the reason. All write offs are tracked and can be summarized on a monthly report.
How do I make a payment when the check name does not match any customer? For example, sometimes an individual will pay for an invoice with a business check that is totally different from their customer info. How can you find invoices needing to be paid by amount?
From Home Page click on “Choose Invoice”. From this screen you can find any invoice by the invoice total, the town, the technician, or even the service date. This will allow you to track down an obscure invoice and find whom the actual customer is so you can apply the payment.