Send invoices for Purchase on Account (accounts receivable)

  1. From the Ascend Desktop, select the Tools menu > Purchase on Account > Statements.


  2. In the Format section, select the level of detail you wish to include on invoices.
    a. Statement only: Display only a summary of charges to the customer’s account.
    b. Statement with Invoice Detail: Attach the full-page invoices (large receipts) for each transaction.


  3. In the Account Balance section, select the transactions you wish to display on invoices.
    a. Open: Display only charges/transactions which have not been fully paid off.
    b. Completed: Display only charges/transactions which have been paid in full.
    c. Both: Display all charges/transactions for the customer’s account.


  4. Check the customers you wish to print invoices for. To check all customers, click Select All on the lower toolbar. To uncheck all customers, click Clear All.
  5. To print address labels for customers, click Labels on the upper toolbar.
    a. Print: Print labels directly to your label printer. Select All Accounts to print labels for all Purchase on Account customers, or Selected Statements to print just the checked customers.
    b. Preview: View labels before printing. Select All Accounts to print labels for all Purchase on Account customers, or Selected Accounts to print just the checked customers.


  6. On the upper toolbar, click Statements.
    a. Print: Print all statements directly to your report printer.
    b. Preview: View statements before printing, print to a different printer than the one configured in Options > Reports, save statements as PDF files, or email statements to customers.

Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Discounting By Quantity Purchased (Kits)
  13. Record a payout
  14. Sell a Gift Card
  15. Sell a Gift Certificate
  16. Issue In-Store Credit
  17. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  18. Create, edit, and use coupons
  19. Use the Cash Drawer Counter
  20. Add a country in Ascend
  21. Add a Tax Exception Reason
  22. Create custom payment types
  23. Print a large receipt for a transaction
  24. Exchange a product for a customer
  25. Use rounded payments
  26. See who took a payment
  27. Change the customer in a transaction
  28. Charge a purchase to Purchase on Account (accounts receivable)
  29. Set up Purchase on Account for a customer (accounts receivable)
  30. Close Purchase on Account for a customer (accounts receivable)
  31. Post a payment to Purchase on Account (accounts receivable)
  32. Send invoices for Purchase on Account (accounts receivable)
  33. Handle Special Order items
  34. Process a cash payment
  35. Process a check payment
  36. Process a custom payment type
  37. Process an eCommerce payment
  38. Process a financing payment
  39. Process a gift card payment
  40. Process a gift certificate payment
  41. Process an in-store credit payment
  42. Manually process a credit card, Trek Card, or gift card payment
  43. Process credit or debit card payments using the (Ingenico) payment terminal
  44. Process a Trek Card payment
  45. Process a trade-in payment
  46. Manage Discount Reasons
  47. Discount items on a transaction
  48. Create and Use Customer Groups
  49. The importance of customer data capture

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