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If using the Credit Management feature, collection form letters may be set up at Setup / A/R / Credit Letters .
These letters can then be sent to the Customers based on aging calculations and automatically log a cr...
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Credit Actions can be accessed at A/R / Manage Credit Actions or through the Credit tab on the Customer file. The Credit Actions area is like a tickler file. It can be used for collection purposes, such as entering payment promises, or it co...
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Setup
By Customer By Department
Multiple Salespeople can be added to a Customer profile in Agvance.
Selecting Sales. Overrides on the Customer Profile tab opens the Department Salesperson Overrides window.
He...
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Price overrides can be recorded in the database when a price is changed on a transaction. Additionally, a reason can be required to be entered. When this information is recorded, the Price Changes Log report displays the information.
Navigate...
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Q. When entering invoices, a warning or stop message displays indicating past due invoices although there are no open invoices for the selected customer.
A. The Invoice warning may be the result of a Recurring Invoice saved for the Customer...
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Last Updated: 03/06/2026
in Education
Cancellations received up to 10 business days prior to the date of the class will receive a full refund. Cancellations less than 10 business days prior to class and no-shows are not eligible for a refund. Cost $800 To apply SKY Buck...
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SKYR-858 / Vehicles Maintenance Page – View details of all vehicles in your fleet.
Why – To view a grid list of all vehicles and details for each.
When/Where – SKY Energy / Maintenance / Vehicles
Action Needed – No...
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Reconcile estimated cost to actual cost for freight and additional charges, optionally creating an A/P Bill.
Reconcile Freight/Additional Charges
If Estimated Charges were entered during the purchasing process, this utility is he...
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When importing Field Plans into a Booking, an option to not combine like items can be selected on the Import Plans / Sales Orders window. If this option is selected, the Products will display in the order they were entered on the Field Plans.
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