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Results for “apply” — 20 results

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FAQ: Discounts & Taxes on Sales Orders

Answers to common questions about applying discounts and taxes to orders.

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Document-level discounts and discount templates on a sales order

Apply a discount to the entire order or use a pre-defined discount template.

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Paying documents from existing credit (balance allocations)

Apply a contact's advance balance or prior payment to settle new invoices and bills.

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Advances and credit balances

Understand what happens when a customer or vendor overpays, and how to use that credit later.

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FAQ: Advances (Prepayments)

Quick answers to common questions about recording and managing advances.

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FAQ: Discounts & Taxes on Sales Receipts

Answers to common questions about applying and managing discounts and taxes.

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FAQ: Contact Balances

Quick answers to common questions about how contact balances work.

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Filters and options in the Open Invoices report

Use filters to focus on the customers and invoices that need attention.

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Applying taxes on a purchase order

Calculate and apply taxes to purchase orders correctly.

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FAQ: Discounts & Taxes on Purchase Orders

Common questions about managing discounts and taxes.

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FAQ: Discounts & Taxes on Invoices

Common questions about how to apply discounts and taxes, and how they interact.

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Company-wide language, timezone, calendar and week start

Set company-wide defaults for language, timezone, calendar system, and first day of week.

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Document-level discounts and discount templates on an invoice

Apply a single discount to the entire invoice subtotal, or use a saved discount template.

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FAQ: Settings Explained, Tab by Tab

Quick answers to common questions about settings configuration.

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Line discounts on a cash purchase

Apply a discount to individual line items when buying goods.

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Line discounts on a sales receipt

Apply a percentage or fixed discount to one or more items on a sales receipt.

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Applying taxes on a sales order

Add tax to the order total based on your location and customer type.

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Document-level discounts and discount templates on a bill

Apply a single discount to your entire bill, either as a fixed amount or percentage, or use a saved discount template.

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Applying taxes on an invoice

Automatically or manually add tax to an invoice, and understand how taxes affect the final amount.

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Company appearance: login screen, lock screen images and default theme

Customize your Usystems login, lock screen, and company-wide visual defaults for all users.