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Knowledgebase : Using Storman > Managing Invoices and Payments
REQUIREMENTS: Storman v10.0.77 This article explains how to setup a specific Other credit sale account to store unknown payments/mystery deposits.  This account would then be used to hold payments such as: * a bank transfer but the storer did not add their...
Storman lets you track the number of times a Late Fee has been waived for any particular Customer. The Waived Late Fee Counter is setup via Maintenance, System Setup, then the Accounting tab and lets you set the maximum number of waived late fees per Customer,...
Contents * Key points to be noted * Difference between combined and separate * Adding charges to be invoiced * Printing or emailing an invoice * Multiple invoices * Reprinting an invoice ------------------------- KEY POINTS TO BE NOTED * Char...
REQUIREMENTS: Storman v10.0.77 This article explains how to move payments from from one storer to another. If you do not yet have a suspense or holding account configured in Storman, please follow this article [https://support.storman.com/support/index.php?/K...
Storman's Petty Cash module is designed to let you track internal staff purchases such as milk, stationary, cleaning supplies, etc. During the below process you will be adding a petty cash purchase. NOTE: By design, Petty Cash transactions do not show on any...
Whether you have overcharge or the customer decided to return a unused product the following article will help you refund both. Cash Sales can only be refunded by setting up an ad-hoc Other Credit Sale and processing the refund. During the below process you wi...
If you've accidentally allocated a payment to the incorrect Customer but you don't have permission to delete or change it, there is another way to do this. Please keep in mind that the reallocation, like everything else in Storman, is logged within the system ...
When you need to re-print an invoice for a customer you will want to follow the below steps.  Overview of steps: * Navigate to: Print Invoice * Print invoice STEP 1. NAVIGATE TO: PRINT INVOICE Navigate through the Accounting menu to Print Invoice / R...
REQUIREMENTS: Storman v10.0.77 This article explains how to manage unknown payments / mystery deposit that you receive and have not been able to identify the customer the payment belongs to. A prerequisite for this to work correctly is to set-up an "Unknown ...
When existing customers purchase merchandise from your facility they can choose to add it to their agreement to be invoiced when rent is billed. This can be useful when the customer is moving into your facility and requires packaging supplies. During the follo...
A cash sale is a quick way to sell merchandise items, such as boxes, locks, rope, bubble-wrap, etc to walk-in Customers. Generally, you would use cash sales for Customers that don't store with you and their design reflects this with a streamlined approach that...
If you are using Ezidebit, then Storman can be enabled to receive BPay payments from your customers.  They will also be automatically reconciled within Storman.    FROM A STORERS PERSPECTIVE: * The storer receives their invoice from you with the BPay pa...
Storman enables you to search for an agreement based on entering an Invoice number. During the below process you will search for an invoice using only the Invoice number. Overview of steps: * Navigate to: Search for Invoice * Searching the Invoice STE...