Overview
Selecting Banking from the Sales menu opens the Banking Dashboard.
From here BUZ: Receives Money, Creates Deposit Slip,Sends Statements and Modifies commissions.
On this page:
Receive Money
Enter receipts from customers
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.
Send Statements
Send customers details of transactions against their account.
Modify Commissions
Manually edit the commission that the sales rep receives.
Xero Processes
If a Deposit is taken in BUZ then
- In Xero you will see the