Financials
VisualDLP – Statement Log and Missing PDF’s
After running End of Month Statements, best practice is to always check the statement log to ensure all PDF’s have been created. To view the statement log, follow the steps below. 1. Click on the Statements Log icon for the accounting period you have ...
Setting Up and Using EasyRx Pay
EasyRx Pay is integrated into the VisualDLP platform to allow Users to quickly and easily process payments directly from VisualDLP. Powered by Stax EasyRx Pay is powered by Stax by Fattmerchant. Stax is an industry-leading payments technology ...
Financial: Run Middle of the Month - Statements
Financial: Run Middle of the Month - Statements To run a Middle of the Month Statement batch: From Launch Pad, access Order Management From the Finance menu, click the Statements menu 1. Click the Pick Accounts button Review the list of auto-selected ...
Financial: Configuring Tax Exempt Accounts such as Hospitals, Universities, Non-Private Doctors
Configure an Account to be Tax Exempt: From Launch Pad, Access Order Management From the Order Management menu, access Finance -> Accounts -> select the Account -> access the Account Settings tab Configure the option Account is Taxable to be False by ...
Financial Transaction History - Export Invoices, Payments, Adjustments to CSV, PDF, or MS Excel
Financial Transaction History - Export Invoices, Payments, Adjustments to CSV, PDF, or MS Excel From Order Management -> Finance -> click the Export Transactions Menu option. Enter the Start and End date for the Financial Transactions that need to be ...
Price Lists - Export to CSV, PDF, or MS Excel
Price Lists - Export to CSV, PDF, or MS Excel From Order Management -> Product Management -> click the Price Lists Menu option. Repeat the following for each price list that you wish to export to a file. At the top of your targeted Price List's ...
Remakes - Set Remake Details: Remake Reasons and %Percentages
Remakes - Set Remake Details: Remake Reasons and %Percentages Remake Enhancements and Changes (2020-11 Update) Remake are now added on the Remake Detail tab. You no longer set remakes under Things You Can Do. General: If there is discount on the ...
VisualDLP - Closing the Month - Recommendations
VisualDLP - Closing the Month - Recommendations As you approach month end, here is a check list of things you should be aware of before and after you close the month. Recommendations: Run a Mid-month Statement at least once before the end of the ...
Regenerate Statements for Previous Month
Sometimes you may need to re-generate statements for a previous month. To do this, log into Order Management and follow the steps below. Click on the Finance Menu item Click on Statements menu item Click the Re-Generate link next to the month you ...
Viewing Payments Applied to an Order
Discussion Once you invoice an order, it becomes an Open Invoice that may be paid by either a credit adjustment or a payment. There are two ways to apply a payment or credit to an invoice, Automatically or Manually. Either method results in the ...
Viewing Transactions Paid By A Payment
Discussion There are two ways can apply a payment, manually or automatically. Manually lets you pick the invoices and debits you are paying for, and Automatically forces the system to apply the payment to the oldest transactions first until all the ...