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Finance

Invoice, Posting, Integration etc

Link a payment to a ticketThis article explains how to link a payment to a ticket in Weighsoft
Customer Spend TrackerThis article details how the Customer Spend Tracker can be used to monitor and set a limit on the value of jobs that can be raised against an Account, Address…
Card Payments not being accepted via Sage Pay/OpayoThis article outlines possible scenarios where a payment may be declined due to an error with SagePay/Opayo
Creating PaymentsHow can I create a Payment?
Credit Limit field missing from AccountsWhere is the Credit Limit field on my Accounts? Why are there no Credit Limit boxes on the Accounts?
Max Invoice ItemsWhy are my invoices being split into smaller ones? Why are my invoices only showing a small number of items?
Unable to Post or Sync with Sage 50 - SAGE ISSUEUnable to post invoices to or pull accounts from Sage 50
Can I amend an Invoice after posting?I have Invoiced with the wrong name and address I need to change the Customer Order No. on the invoice
Refund a PaymentHow do I refund a Payment in Weighsoft?
Search for a PaymentThis article details how you can search for a payment
Account Management

Articles related to maintaining accounts within Weighsoft

Creating a New Customer Account in WeighsoftThis article outlines the steps to manually create a new customer account in Weighsoft
Account Invoice GroupingThis article details how invoices can be split or grouped together.
Move an Address between AccountsThe article covers the process of moving an address from one account to another using the "Link Address" function.
Job assignment blocked by exceeding Credit LimitIt doesn't allow me to assign a job to a vehicle because the account has exceeded the Credit Limit. I receive a pop-up that I can't assign the job to…
Bulk Updating Accounts in WeighsoftThis article details the steps required to export, edit and import account changes en masse.
What Is the Account Outstanding Balance?What is account outstanding balance? The outstanding balance showing on the account screen isn't correct.
Start or Stop Accounts SyncHow can I stop or start the accounts Sync?
Delete an AccountThis article details how to delete an account in Weighsoft
How to extend an accounts Credit LimitThis article details the steps required to temporarily extend the credit limit on an account
Preventing Job Creation if an Accounts Credit Limit is exceededThis article details the settings that control the process of preventing jobs being created against accounts that have exceeded their credit limit
Set or Amend the Credit Limit on an AccountThis article details how to set or amend a credit limit against account in Weighsoft
Place an account On Stop if they are over their credit limitThis article outlines the settings required to place an account automatically On Stop if they exceed their credit limit
How to control the creation of Weighbridge jobs when Credit Limit has been exceededHow can I control the creation of Weighbridge jobs when the Credit Limit has been exceeded? How to warn users when an Account is over the Credit Limit at the…
Set an Account or Address to On or Off StopPut Customer or Account or Address On Stop Take Customer or Account or Address Off Stop
Create a New Site AddressI want to create a new address under an account.
Nominal Codes

Articles related to setting up and amending nominal codes in Weighsoft

Nominal Code methodsOverview of the 2 methods of allocating nominal codes in Weighsoft
Invoicing

Articles related to general invoicing issues and queries

Using Invoice Categories in WeighsoftThe article details the maintenance and use of Invoice Categories in Weighsoft
Automated Invoice Emailing in WeighsoftThe article details how to enable automatic email invoicing in Weighsoft
Deleting an Invoice Run in WeighsoftThis article outlines the steps required to delete an Invoice Run in Weighsoft.
Amending Invoice Details in WeighsoftThis article explains the limitations and available options when attempting to amend invoice details in Weighsoft.
How to Delete an Invoice or Credit NoteThis article details the steps to delete a single invoice or credit note
Pro-Forma Invoices in WeighsoftThis article clarifies the availability of pro-forma invoice functionality in Weighsoft.
Duplicate Invoice Numbers in Weighsoft: Causes and Best PracticesThis article offers possible scenarios where invoice number may be duplicated
Enabling Image and Ticket Attachments on InvoicesHow do I attach images or tickets to invoices?
Recovering a Mail RunHow can I re-generate a failed mail run for an invoice run?
Printing Invoices – Methods and InstructionsWhat different ways are there to print invoices?
Weighsoft: Ad-Hoc Invoices and Credit NotesHow can I create an ad-hoc invoice? How can I create an ad-hoc credit note?
Setting Up Zero Value Invoicing in WeighsoftHow do I set Weighsoft up to invoice Zero Value Transaction?
Transactions not InvoicedWhy have my transactions not invoiced?
Create a credit note and re-invoice documentsHow do I create a credit note from address? How do I create a credit note from invoices? How do I create Re-invoices and raise to different account or address?…
Authorising/Rejecting Credit NotesHow to Authorise or Reject Credit Notes
Change the email address that Invoices are sent fromThis article details how to change the email address that your invoices will show as being sent from.