Accounts Receivable
- Lori Dickson
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In this section:
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- Account Transaction Delete
- Account Transaction Payments (Apply Open Item and Balance Forward)
- Add/Edit Account Transaction
- Allow Unmail for Account Transfer Setup
- ASN Custom Configurations
- AutoPay Old Balances Configuration
- Brand Accrual
- Bulk Discount Password Configuration
- Credit Hold (Place and Release)
- Credit Hold Setup
- Credit Matrix
- Credit No Charge Reasons Setup
- Credit Old Tax Rate Setup
- Days to Save Rx Info for Credits Setup
- Default Discount Entry Setup
- Delete Open Item Payments, Discounts & Credits
- Enable FTP Protocol and FTP Layxfer
- Future Ship Date Setup
- Handling Fee and Credit Handling Fee Setup
- Multiple Credit Configuration to Warn or Block
- Multi-Site Bonus Calculation
- Open-Item Reconciliation
- Payment Change Method (Open-Item to Balance Forward or Balance Forward to Open-Item)
- Rx Credit Entry (through Quick Lookup or Lookup Archive Retrieval)
- Rx Credit Entry (with Job # through the Accounts Receivable Menu)
- RX Credit Entry (without Job # through the Accounts Receivable Menu)
- Rx Credit Setup to Capture Original Job Info Custom Configuration
- Statements and Month End
- Stock Credit Entry (through Menu 6 - Stock Pricing)
- Stock Credit Entry (through Quick Lookup)
- Tax on Tax
- Tax Percentage by Material
- Tax per Line Item
- UPS Software Interface (Europe)
- View Credit Memo in Quick Look-up Setup
Did you know?...
Optifacts is now utilizing a help-desk ticket system to better serve your emailed support needs and have your requests assigned to a team member that can support you best.
Please consider emailing your support requests to support@optifacts.com rather than individual addresses for more efficient support.
You may also log in to your account at https://rxuniverse.atlassian.net/servicedesk/customer/portal/12 to submit your requests directly and see the status of any currently open tickets your lab may have.
If you are in need of immediate support, please call the support desk directly at (800) 678-4322 during business hours of 8 am to 5 pm CST/CDT, Monday through Friday.
Optifacts, Inc. Suite 100 - 18 Riverside Ave. S. Sartell MN 56377
Phone: (800) 378-4322 Phone: (320) 258-3559 Fax: (320) 258-3880
Email: sales@olsssystems.com Email: support@optifacts.com
Optifacts Service Desk: http://support.optifacts.com
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