SmartFusion Modules

Recent Changes:  
6.183 - Added "Payments - Enter as CC Single Payment" to the Process menu  
6.158 - Added "Rollback Audit Report" to the Maintenance menu

SmartFusion Menu Items

Customer | Process | Invoicing | Reports | Maintenance | Parameters | Settings

Important Concepts

Payments | Bank Draft

Customer

• Enter/Edit AR Customer
• Inquire AR Customer
• Customer Report
• Mailing Labels

Process

• Enter/Edit Charges - AR
• Payments - Enter
• Payments - Enter as CC Single Payment
• Enter Credit Adjustments - AR
• Apply Unapplied Payments
• Transaction Report
• Post Accounts Receivable to Ledger
• Customer Statement
• Delinquent Account Processing
• Automatic Billing Report
• Process Automatic Billing - AR
• Create Bank Draft File
• Post Bank Draft Payments
• Recreate Bank Draft File
• Import Automatic Draft Payments

Invoicing

• Enter/Edit Invoices
• Invoice Edit Report
• Invoice Print and Update
• Void Printed Invoices
• Post Invoices to Ledger
• Reprint Invoices
• Sales Invoice Report

Reports

• AR Trial Balance
• Transaction Inquiry - AR
• Aging Analysis

Maintenance

• Rollback AR Payment
• Rollback AR Credit
• Rollback Automatic Billing
• Rollback Audit Report
• Globally Update Rates - AR
• Enter Returned Checks
• Payment Inquiry
• Reverse Returned Checks
• Import PDOX Invoices

Parameters

• Billing Cycle
• Customer Category
• Customer Contact Types
• County
• Note Title
• Product
• Transaction Codes
• Accounts Receivable System File
• AR Parameter Reports
• Enter/Edit Custom Reports
• Billing Warning Levels
• Print Custom Forms