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Old 10-07-2002, 03:02 PM   #1 (permalink)
 
Join Date: Jul 21 2002
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I'm a fiend about accurate accounting so this one agitated me -

I created a sales code for EFT startup which I thought I had worked. However, when I actually tested it under my client name I realized something was incorrect. Apparently, you can't void an EFT transaction. So I had to ring it in as cash for $45.00 and it will show up on my accounting as such. Any way to void this transaction or lower the daily sales by $45?

Also, got confused. I am trying to set it up with the billing day on the 5th, and valid for 30 days. Before that would be prorated. How in the world do I set up the initial EFT signup fee (I gather EFT Open.. but when I set billing day for 5th it only extends membership till the 6th) and what is the best way to do the prorated days?

Thanks!

Chris


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[ This Message was edited by: Chris Is Tan on 2002-10-07 15:03 ]
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Old 10-07-2002, 10:33 PM   #2 (permalink)
 
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Chris, Andy helped me with one and it was well worth the money I spent with him. I spent 5 hours on the phone (over a couple days) with him to redo all of my codes. I learned more in 5 hours than I have in 9 years of owing Helios. If you have Helios I can help you a little until Andy can post.
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Old 10-08-2002, 07:27 AM   #3 (permalink)
 
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Chris, you "void" a EFT transaction (not really void but delete), by going into ... View ... System Files ... Transactions ... Find the appropriate transaction by Date, Client # or whatever (remember you may have to remove the Match Exactly tick). Double click on the appropriate transaction and F6-Delete BE SURE YOU HAVE THE RIGHT ONE.

There is a major difference between Void and Delete. In most cases Void will reverse all impact of the Sales Code (ie: put it back in stock of a product, remove the impact on a Accumulator or Membership ... while Delete JUST removes the transaction from the current transaction file (actually puts it in the Void File marked as having been deleted) ... and you also need to do any other Master Edit required to the Client Profile.

Hope this helps ...
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Old 10-08-2002, 07:32 AM   #4 (permalink)
 
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Chris, put the Set Up fee as a Default Price ... this will not prorate.

Then put the monthly fee in the Prorate (Price Type, to the right of Default Price) ... a separate input box will pop up. Make the Cut Off date a few (4 to 5) days before the Billing Date.

I recommend staying away from the 1st as a billing date, (1. many other people will draft that business on the 1st, 2. the gap between the cut off date and the billing date will increase/decease depending on number of days in the month.)

Hopoe this helps ...
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