Account Receivables

Message Saying an Account is Past Due?

Automatically Flagging Past Due Accounts

Vinosmith can automatically flag Accounts with unpaid invoices that have been past due for a predetermined amount of days

Supplier Commission Invoice Emails

How to auto-send supplier commission invoice emails

Customize A/R email copy

Edit Accounts Receivable Email

You can adjust the Subject and Body of the A/R email that is sent to accounts.

Second Past Due Notification

When the Accounts Receivable (including notify account contacts) feature is enabled, Vinosmith allows sending a second past due notification to a past due account.

How to Delete a Payment (Admins only)

Once a Payment is fetched from QB then editing or deleting that payment in QB won't impact the Vinosmith side.

Notify Invoice Contacts for A/R?

How Are QBO Credit Memos Applied In Vinosmith?

QBO credit memos will be applied in Vinosmith similar to a payment.

Batch Apply Payments

Multiple invoices can be marked as paid in full with the balance due.

How to Download Multiple Invoices

Notify Sales Reps of their Accounts with Open Invoices

How do I mark Invoices as Paid in Vinosmith?