short quesitions...need short answers

Re: short quesitions...need short answers

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Date:

Time:

> 3) Regarding Bartering:
> I have a few accounts that I am bartering. I have listed their account
"Type"
> as Barter.
> Since they are bartered account, I haven't created a billing cycle item
for
> them.
> When I go there their account info it says their account is ## Days Past
Due.
> How do I make it so that Bartered accounts don't show a past due
notice....?

Set their expiration date way into the future (12/31/3000 for example).

Is there a standard way of handling barters so that I can acheive the
following:
1) Let the person I am bartering with know what is being bartered, like a
for ever paid
invoice automaticly?
2) Perform reporting task for totals amount bartered on a Monthly and
Yearly bases?

Thanks
Jason

----- Original Message -----
From: "Shawn Hogan" <shawn@digitalpoint.com>
To: "Optigold ISP List" <isp-list@optigold.com>
Sent: Thursday, August 02, 2001 4:59 PM
Subject: Re: [Optigold ISP] short quesitions...need short answers

> opti-list@logicinternet.com wrote:
>
> > Well all has been going well and I haven't had any problems for 3
mounts.
> > Just FYI, using Optigold has saved me 11 hours of work a mount. It is
nice
> > to have my life back...
> >
> > Ok too the question I have...
> >
> > 1) Regarding Entering Payments: (at anytime of the month)
> > Example: When I go CustomerInfo->Payments->NewPayment,
> > in the Post Payment window the total owed does not appear
> > anywhere. Is it possible for it to do so?
>
> Would the total amount owed affect the amount of a payment being entered
> though?
>
> If you use the Receive Payments button (on the main menu), you will be
able
> to see it.
>
>
> > 2) Can you tell me if I am understanding the type of accounts
> > correctly and correct me were I am wrong.
> >
> > ***Standard Account:
> > Allowed one billing cycle items; billed to contact or if specified
billing
> > contact.
>
> Correct.
>
>
> > ***SubAccount: (theoritically)
> > Used to create an addittion billing cycle items; billed to the
subaccount
> > contact or billing person.
>
> Correct.
>
>
> > ***Slave Account:
> > Used to create addition billing cycle items while mantaining seperate
contact
> > info if needed: billing goes to MasterAccount Contact or billing person.
> > Billing totals goto Standard account.
> > Also can be used link resellers to their customers.
>
> Correct.
>
>
> > 3) Regarding Bartering:
> > I have a few accounts that I am bartering. I have listed their account
"Type"
> > as Barter.
> > Since they are bartered account, I haven't created a billing cycle item
for
> > them.
> > When I go there their account info it says their account is ## Days Past
Due.
> > How do I make it so that Bartered accounts don't show a past due
notice....?
>
> Set their expiration date way into the future (12/31/3000 for example).
>
>
> > 4) Regarding Sale Persons:
> > Is there a way to create mailing lables for sales people commission.
> > We send out all commission on the 25 of everymonth and we would like
> > to be able to create a mailing lable insted have writing by hand their
address
> > on each envolope.
>
> Not by default since the salespeople don't have an address specified under
> the Edit Salespeople. If you had them listed under the contact manager,
you
> could print mailing labels for just them by tagging them so you could
query
> and your results only equal those contacts.
>
>
> > 5) Regarding Payment w/filed CC:
> > I have on several occasions been on the phone with a customer setting up
> > a onetime charge item, created the invoice and when I would goto
payments,
> > I would click the Payment w/ Filed CC and a dialog box would appear
> > but the nothing happends, Although if I clicked the Authorize CC button
> > it will show the total due and I can charge their CC.
> > Is this Normal?
>
> If you want to charge the credit card, you would need to go through the
> Authorize CC button. The Payment w/ Filed CC assumes you have already run
> the card and you are just posting it manually.
>
> - Shawn
>
> -------------------------------
> Shawn D. Hogan
> President, Digital Point Solutions
> http://www.digitalpoint.com
> (858) 452-3696
>
>
> ---------------------------------------------------
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> please visit http://www.optigold.com/lists/isp.html
> ---------------------------------------------------
>

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