...
From here BUZ: Receives Money, Creates Deposit Slip,Sends Statements and Modifies commissions.
Dashboard
| Description | |
|---|---|
| Pending Quotes | Total Amount of quotes pending/follow up, neither accepted or declined |
| Work in Progress | Total Amount of orders Accepted, not yet invoiced |
| Awaiting Payment | Everything currently invoiced, with money outstanding |
| Deposits Held (Not yet available) | Total Deposits paid on the working in progress orders |
Receive Money
Enter receipts from customers
...
Create a list from Received Money, Quote Deposits and Installer final payments to acknowledge receipt and print paperwork to take to the bank.
By acknowledging that you have receipted the payment BUZ changes to status of the deposit on the quote summary screen from (image A) below to (image b).
Image A.
Image B.
Send Statements
Send customers details of transactions against their account.
...