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From here BUZ: Receives Money, Creates Deposit Slip,Sends Statements and Modifies commissions.
Dashboard
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| 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
Banking → Receive Money
Enter receipts from customers
Use this function of BUZ when you receive payments from customers. For example you may have a customer who makes payments direct into your bank account and you need to allocate the payment against their orders (invoices) in BUZ.
You also have the ability to add adjustments
A receipt will be created so you can email/print a copy for the customer.
Create Deposit Slip
Sales → Banking → Create Deposit Slip
Create a list from Received Money, Quote Deposits and Installer final payments to acknowledge receipt and print paperwork to take to the bank.
You can then print a copy of confirmation if required.
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 bB).
Image A.
Image B.
Send Statements
Send You can see who is still has outstanding money owning for the past 30, 60 , 90 days you can send customers details of transactions against their account.
Modify Commissions
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(this part is something that BUZ is working on with Xero to have automated and we hope to have it out to everyone soon)
Pic A
Pic B
Pic C
Pic D
