Accounts Receivable

[Synergy] Setting Up Grouped Labour
Summarise multiple labour charges on printed invoices with Grouped Labour. To better analyse your labour, it’s often best to have individual products s...
Fri, 3 Sep, 2021 at 3:13 PM
[Synergy] How to add custom text to Statements?
There are a few ways you can add custom text to Statements to define new terms, new bank account details, promotions or other content that may help promote...
Sun, 14 Nov, 2021 at 12:48 AM
[Synergy] Accounts Receivable – Month End Rollover (Basic – No General Ledger)
Process of Accounts Receivable – Month End Rollover (Basic – No General Ledger) You can find out what period you are in by checking out the top righ...
Sun, 14 Nov, 2021 at 1:46 AM
[Synergy] Debtor Info Integration User Guide
Outlines how to integrate debtor information within Synergy USAGE RESTRICTIONS: This document is for the use of licensed users of Synergy applicatio...
Sun, 14 Nov, 2021 at 1:07 AM
[Synergy] Multiple Email Addresses (Contacts) Per Customer
This new feature will allow you to set up individual contacts against each customer to also be sent invoices, statements or reminders. This feature is on...
Sun, 14 Nov, 2021 at 1:13 AM
[Synergy] Clarification of various client name fields
These fields are defined below, the name shown on the interface will be followed by the name of the field in the clients data table within brackets Synerg...
Sun, 14 Nov, 2021 at 1:14 AM
[Synergy] Excess Invoice Feature
This feature in Synergy allows you to create one invoice for an insurance claim, process the excess against the client and when you close the invoice it wi...
Fri, 8 Oct, 2021 at 12:01 PM
[Synergy] Sent / Unsent Reminder Letters
Tracking reminders marked as Sent, that may have not been Sent When a reminder letter is printed or emailed, it is marked as ‘Sent’ – so you can check aga...
Sun, 14 Nov, 2021 at 1:17 AM
[Synergy] Transferring Debtor Receipts through to Cashbook
Outline the Process of Transferring Debtor Receipts through to Cashbook On the day you receive the payment (Cash, Cheque) you receipt the payment in and t...
Sun, 14 Nov, 2021 at 1:22 AM
[Synergy] Month End Menu - Accounts Receivable
Processing Month End in Accounts Receivable You can find out what period you are in by checking out the top right of each module.  We are looking at t...
Sun, 14 Nov, 2021 at 1:33 AM