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EBMS Knowledge Base

Sales

Sales

Create sales orders and invoices, receive payments, calculate finance charges, and many other customer-related items.

Sales Overview

Customers

Adding a New Customer

Changing Customer Information

Adding and Deleting Customer Categories

Setting Customer Defaults

Changing IDs or Merging Customers

Customer History

Bad Debt

Making a Customer Inactive

Miscellaneous Customer Overview

Creating a Miscellaneous Customer

Entering an Invoice using a Miscellaneous Customer

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Proposals

Sales Quotes and Proposals Overview

Creating a Sales Proposal

Proposal Pricing

Materials List within a Proposal

Contact and Job Tabs on a Proposal

Proposal Details Import Option

Proposal Status Settings

Use Proposals in Job Costing

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Proposal Sets and Templates

Creating Product Sets using Materials Lists

Proposal Templates

Customer-Specific Product or Price List

Sales Orders

Sales Order Overview

Entering a Sales Order

Creating a Sales Order from a Proposal

Convert Sales Order to a Proposal

Viewing Sales Orders

Sales Order Documents

Recalculating Pricing on a Sales Order

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Sales Invoices

Entering a Sales Invoice

Processing a Sales Invoice

Printing a Sales Invoice or Payment Receipt

Voiding a Sales Invoice

Viewing a Sales Invoice

Payment Methods and Terms

Invoice and Sales Order Aging

Printing Notes on the Invoice

Batch Billing Overview

Entering and Processing a Handwritten Invoice

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Materials Lists

Materials List Overview

Entering Inventory Components into the Materials List

Using the Materials List for Sales Contracts

Materials List Pricing

Creating an Inventory Unit within the Sales Invoice

Materials List Tips and Frequently Asked Questions

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Sales and Use Tax

Sales Tax and Use Tax Overview

Origin vs Destination Sales Tax

Inventory Tax Groups and Advanced Sales Tax Features

Establishing Sales Tax Rates

Set Up Sales Tax for Multiple Locations

Changing Tax Rates and other Settings

Calculating Fuel Taxes

Configuring a Tax Exempt Customer

Changing the Tax Rates within an Invoice or Proposal

Paying Sales Tax and Use Tax

Reviewing Tax History

Configure Use Tax

Configuring Use Tax for a Job

Paying Use Tax on Items Consumed

Use Tax Exempt

Luxury, VAT, and Sales Tax Minimums and Maximums

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TaxJar

TaxJar Integration Overview

Configuring EBMS to use TaxJar Tax Rates

Upload Tax Data to TaxJar for Reporting and Filing

TaxJar AutoFile

Recurring Billing

Recurring Billing Overview

Recurring Billing Process

Scheduling a Recurring Invoice

Frequency Settings for Recurring Billing

Manually Create Recurring Invoices

Applying Customer Credits to Recurring Billing

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Customer Credits

Refunding Customer Credits

Processing Customer Credits

Customer Payments

Payment Entry Dialog

Processing Customer Payments

Customer Down Payments

Partial Payments

Overpayments on Sales Invoices

Direct and Automated Payments

Customer ACH Payments

AutoPay Batch Processing

Undeposited Funds, Deposits, and Reconciling Cash Accounts

Process Returned Check from a Customer

Viewing or Voiding Customer Payments

Customer Finance Charges

Printing Customer Statements

Offline Payment Transactions

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Card Processing and Koble Payments

Payment Card Overview

Payment Processing Overview

Koble Payments Portal

Setting up Koble Payments

Setting up Koble Payments Devices

Koble Payments Surcharges and Convenience Fees

Reconciliation of Deposit

Virtual Terminal

Payment Portal Overview

Saving Customer Credit Cards

Automated Credit Card Payments

EBT Cards

Configuring EBMS for Payment Cards

Troubleshooting Credit Card Processing

Velox Integration

SaferPayments Security Assessment for Koble Payments

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Gift Cards and Loyalty Cards

Gift Card Overview

Loyalty Cards Overview

Creating a Gift Card Inventory Code

Selling or Loading Gift Cards

Paying Using Gift Cards

Viewing Gift Card Balances

Voiding, Crediting, or Changing the Value of Gift Cards

Configuring a Customer Record to Use a Loyalty Card

Adding and Redeeming Loyalty Points

Viewing a Loyalty Card Point Balance and Award Value

Changing a Loyalty Card Number

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Verifone Gateway and Point Devices

Setting up Verifone in EBMS

Defaulting a Computer to a Verifone Point Device

Verifone Point Device Pairing and Utilities

Verifone Point AVS/CVV2 Rules and Actions

Configuring the Customer-Facing Display on a Point Device

Network Configuration for Verifone Point Devices

Verifone Configuration for other MSPs

Virtual Terminal for Verifone

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Freight and Shipping

Shipping Manager Overview

Creating Shipping Methods

Entering a Shipping Rate for a Customer

Set Up Shipper Options to Identify Common Shipping Carriers

Calculating Total Weight for Shipping

Shipping Settings within an Inventory Item

Calculating and Comparing Freight Charges

Shipping and Tracking Packages

Batch Processing Packages

Shipping Documents

ShipEngine Integration Overview

Using EBMS Data within UPS WorldShip

Configuring ODBC Database Drivers for Shipping Manager

Interfacing UPS WorldShip with EBMS

Connect Directly to UPS Rate Tables with UPS WorldShip

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General Ledger Transactions for Sales

Sales Transaction Overview

Accounts Receivable Transactions

Sales Journal Entry

Displaying Unposted Sales Transactions

Posting Sales Transactions

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Point of Sale and XPress POS

Point of Sale (POS) Overview

Xpress POS System Overview

Customer Signature Processing Overview

Securely Implementing Payments in EBMS

Penny Rounding Cash Payments

Weigh Scale Interface

Sync Tool for Xpress POS

Configure POS Station Profiles

POS Station - Programmable Buttons

Using the POS station

Processing Credits and Returns

Set Credit Card Minimums for the POS Signature Floor

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Point of Sale Hardware

Receipt Printer

Cash Drawer

Payment Device

Signature Pad

Barcode Scanner

Label Printer

Weigh Scale

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Salesperson Commissions

Sales Commission and Salesperson Overview

Adding New Salespersons

Viewing a Salesperson's Invoices or Quotes

Sales Commission Rates

Processing a Sales Invoice with Commissions

Paying Commissions to a Salesperson

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