Accounts Receivables Setup
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      Managing Accounts Receivable with Docyt

      Introduction to Accounts Receivable 

      Discover the benefits of using the Accounts Receivable module in Docyt, which is designed exclusively for UPS store owners. This user-friendly module lets you easily view house account invoices and track payments, credit memos, customer lists, and vendor profiles. 

      1. Click 'Revenue Reconciliation' and 'Accounts Receivable' in the menu bar.

      2. Menu items in the Accounts Receivable module are as follows:

                                       

      Invoices

      1. To access the 'Invoices' tab in the 'Accounts Receivable' module, go to the left navigation and click the 'Invoices' option.
      2. Click on any invoice to view its details, including customer information, item/service, invoice date, and amount.

      3. To view the invoice in QuickBooks, click on the green 'View in QuickBooks' link in the window's top right corner.
      4. Use the filters in the header of the Invoices menu to sort by customer name, Invoice number, Bill Date, Payment Date, Payment Type, and minimum and maximum amount.

       

      Payments

      1. To access the 'Payments' tab in the 'Accounts Receivable' module, simply navigate to the left navigation menu.

      2. Click on any payment to view its details.
      3. To view the payment in QuickBooks, click on the green 'View in QuickBooks' link in the window's top right corner.

      Credit Memo

      1. To access credit memos in the 'Accounts Receivable' module, navigate to the 'Credit Memo' tab in the left navigation.

      Customers

      1. To access your customers list, you can go to the 'Customers' tab in the left navigation.
      2. You can view each customer's details and information.
      3. If you need to view a customer's details in QuickBooks, click on the green book icon on the right side of the screen. 
      4. By clicking on the ellipsis menu, you can access a menu that provides additional options to perform various actions for that specific customer.


      5. To merge two customers into one, click on 'Merge with another Customer'. A dialogue box will appear where you can select the customer you want to merge from the drop-down menu. So that you know, all invoices connected with the customer chosen in the drop-down menu will be merged into the customer name located on the right.
                                           

      6. Click on the 'Merge' button.

      7. To verify that the merge has been completed successfully, you can just go to the Accounts Receivable section and review the invoices for the merged customer. You will observe that all invoices have now been consolidated under the "merged with" customer.

      My Vendor Profile

      1. The 'My Vendor Profile' menu allows business owners to edit and update their business vendor profile easily. This enables other users to contact and make payments to them conveniently. Click on the ellipsis menu to edit profile information and address.

       

      Settings

      1. To access the settings in the Accounts Receivable module, click on the 'Settings' menu. This will open a new page to find additional options to customize and manage your module settings.

                                             

      2. To access your Docyt ID, click 'Docyt ID' in the menu. This will open a page where you can view your unique Docyt ID. You can share this ID with your customers, making it easy for them to search for you on Docyt.

      3. To access and manage the details of your bank account used for receiving payments, click on 'Bank Account'.

      4. Click on 'W-9 Form' to access and update your W-9 Form information. This includes the necessary details for tax purposes.

      5. To customize the auto-generation of invoice numbers for all invoices created through an integration, click 'Invoices'.