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Finance

Invoice, Posting, Integration etc

6 authors80 articles
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?
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
Deleting a Credit CardThis article details how to delete credit cards and their tokens from Weighsoft
How is VAT Calculated?How does Weighsoft calculate VAT? Can I alter the number of decimals VAT is calculated to?
Managing Suppliers in WeighsoftThis article details how to create and manage Suppliers in Weighsoft
Adding a Fuel Surcharge

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.
Using the Pre-Invoicing ReportThis article details the use of the Pre-Invoicing report
How to Carry out an Invoice RunThis article details how to do an Invoice Run in Weighsoft
Email a range or selection of InvoicesThis article explains how to send a batch of invoices by email using the Invoice Ledger. Follow the steps below depending on whether you're using the latest version or Version…
Duplicate tickets in pre-invoicing reportTickets are showing more than once in the pre-invoicing report. Accounts are being duplicated in the pre-invoicing report.