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Sales
Create sales orders and invoices, receive payments, calculate finance charges, and many other customer-related items.
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
Proposals
Proposal Sets and Templates
Sales Orders
Sales Invoices
Materials Lists
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
TaxJar
Recurring Billing
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
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
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
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
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
- Shipping Manager - Configurable Dimensional Weight Divisor
- 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
General Ledger Transactions for Sales
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