receiving payments Archives - Ascent Solutions

Cash Management

Overview – Salesforce Cash Management in Ascent Solutions This document will serve to illustrate the usage of the Cash Management tab for better Salesforce Cash Management. Definition: This versatile routine allows for applying multiple payments/credits across multiple documents. It has search capabilities, also, allowing you to hone in on specific cash/credits and specific invoices. Processes: […]

Pay – Sales Invoice

Overview This document will serve to illustrate the process of applying multiple payments/credits against a specific invoice. Definition: Pay on the Sales Invoice screen allows you to apply cash entries and credits. Ascent can create the following records, depending on what option is chosen: The Applied Cash Receipts record consists of the amount applied, the […]

Receive Payment – Sales Invoice

Overview This document will serve to illustrate the receipt of payment against a specific invoice. Definition: Receiving Payment on the Sales Invoice screen creates cash entries, as well as applied cash receipts records. Cash Entries consist of a single record, which records the account who provided the payment, the amount, the payment method (cash, Amex, […]