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Re: RV: importing payments

From: Shawn Hogan
Date: Wednesday, October 2, 2002
Time: 2:35:13 pm

Rolando Riley wrote:

> I am haveing a little argue with the accountig dept. ( trying to
> understand well your software) . The argument is that we have Payments and
> Invoices. They say that what makes the balance due ( between debit and
> credit) are those separate modules. I am thinking that this software
> manage debit and credit, all on the payment module, and it is the "type" (a
> requiered field) that will tell if it is one or another, am I right? . I
> reach to that conclusion because I don't seen any "import invoices" option
> on the software. I also wonder if the type debit and credit is what should
> be used for balance purposes?.

Actually, they are right... the customer's balance due is the sum of their
invoices minus the sum of their payments. You can import invoices
(indirectly) via the "Import New Charges" functions.

- Shawn

-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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