This Course reviews how to enter Payments on a Sale as well as how to Assign Sale Items and Payments to Projects in your improveit 360 System.
We will take a look at real-time payment processing offered through PaySimple!
We will discuss how to best track Loans using Lender Accounts, Loan Options and Loan records.
We will cover how to create Commissions and Commission Adjustments and what to do if you want an automation to update the Ready to Pay amount at different stages of the job.
Finally, we'll discuss how to generate a Sales Invoice from the improveit 360 Sale record.
Note if you are interested in an integration with QuickBooks, our team works exclusively with DB Sync for all QuickBooks integrations.