Accounting

How can I sync my QBO account with Smart 145?
To connect your QBO account to Smart 145, you can go to My Profile under your name.Afterward, scroll down to the option CONNECT WITH QUICKBOOKS (GREEN BUTTON)This login window will show up for you to...
How to create a credit memo and apply it to a customer invoice?
If you need to keep a record of your customers and vendors' credits in the system you can do it by entering them in the Credit Memo module. Subsequently, if you want to apply these credits to an Invoi...
How Can I Change the Payment Term after a Work Order Has Been Invoiced?
In order to change the Payment Term after an invoice has been generated for a Work Order, it is necessary to reverse the existing Invoice. Navigate the Work Order, click the "Actions" button and selec...
How and Where Can I Print Proforma Invoices in Smart145?
Proforma invoices are necessary documents to let customers know how much they can be charged for a specific service or product. This document can be printed from all modules where orders can be invoic...
How and Where Can I Print a Commercial Invoice in Smart145?
Commercial invoices are necessary for customs' transportation and clearance processes. This document can be printed on the "Shipments" module. First, you need to select the shipment of the desired ord...
How Can I Add a Payment Method to a Specific Payment in AR and AP Modules?
In order to add a Payment Method in the Accounts Receivable module, access Manage Payments on the three-dot menu: "Accounts Receivable module"Once you are there, you can add a payment and choose the d...
How can I Recover an Invoice Number in a Work Order, Sales Order, or Repair Order?
Sometimes, users must revert Invoices to edit a Work Order, Sales Order, or Repair Order. Once the changes have been applied, the order must be Invoiced, but it is not always saved with the same Invoi...
How can I send APs and ARs with Duplicate Number to QuickBooks?
QuickBooks has specific validation rules. One common error is a " Duplicate Document Number Error". This occurs when the Bill/Invoice number or the reference number on the payment is already in use wi...