Invoice Printing Settings
Synopsis:
- How can I adjust the terms on my invoice?
- How can I add the tracking number to my invoice in printouts or emails?
- How can I add the balance Due on my invoice?
Multi Currency
Synopsis:
- How do I manage currencies and exchange rates in AdvancePro?
- How does pricing work in multiple currencies?
- How can I assign a currency to a vendor or customer?
Taxes
Synopsis:
- What are Tax codes and how do I configure them?
- What are Tax code considerations if I’m importing from an Ecommerce system or exporting to QuickBooks?
- How can I assign a default tax code to a customer or vendor?
- How can I mark a Customer, Vendor, or Product as taxable or tax-exempt?
Customer Orders, Pick/Pack/Ship, and Invoice
Synopsis:
- How can I place a customer order for fulfillment?
- How can I pick goods and create an invoice?
- How can I make an immediate over the counter sale?
Vendor Purchase Orders, Receiving, and Bills
Synopsis:
- How can I order items from a vendor?
- What are my tracking capabilities for containers and international shipments?
- How can I receive goods and reconcile the received goods with the vendor bill?
- How can I make an immediate purchase and skip the receiving stage?
Credit Card & Payment Processing
Synopsis:
- How can I take payment in AdvancePro?
- How does Payment pass between QuickBooks and AdvancePro?
- How can I configure and use Credit Card processing with AdvancePro?
Freight on landing cost
Synopsis:
- How do I track vendor freight?
- how do I track landed costs on products?
- how do I set up a freight provider?
- how do I track the cost of shipping to my customer?
QuickBooks Workflows for Special Cases
Synopsis:
This video discusses some methods for using AdvancePro and QuickBooks in situations other than the general workflow.
