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Pathway: Accounts > Order Processing The Order Processing screen offers a platform to review new customers (and their services), service changes for existing customers and online on-call orders received from the portal. It allows for adjus...
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The following enhancements have been applied to payment processing for accounts: A printer icon has been added to the left of each invoice to preview and print. An Apply check box has been added for each invoice. When checked, the Pay ...
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Previously when printing a proposal for an account that included a No Charge Qty, the No Charge Qty was not displaying when the proposal was printed. This has been resolved. Pathway: Accounts > Search: Quotes & Contracts ...
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Previously an issue occurred with the Credit Hold Notification Template that prevented it from sending when an account was placed on credit hold. This has been resolved. Only the billing contacts for an account will receive a notification when a cr...
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Rate Update Batch has been updated to display 'selected' behind the selection value at the bottom of the screen to indicate the amount of records currently selected. Previously, 'pending' displayed after the value. Pathway: Sales >...
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Created On: 06/06/2023
in Setup Home System
Pathway: Setup > System > Notification Template The Notification Template tool is used to create custom email/text notifications for use throughout the Navusoft application. Some templates may require a ticket to be submitted to custom...
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Created On: 06/06/2023
in Accounts Home AR Managment Pathway: Accounts > Search > Accounts > AR History The choice to enable auto-pay for an account's payment is associated with the account's payment method. Accounts opting for auto-pay can either have their payment processed at the same t...
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Created On: 06/05/2023
in Sales Home Sales Management Pathway: Sales > Sales Management The Sales Management screen consists of two sections: the upper grid and the lower grid. The upper grid provides a summary of contracts and proposals submitted by each sales representative along with the ...
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Previously, customer accounts with credit card fee disabled were still being charged when processing using Auto Pay. This has been fixed. Additionally, 'Exclude From Credit Card Fee' has been renamed to 'Exclude From Payment Processing' in the E...
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The Current tab in Route Management has been updated to use auto-save logic when a route is updated. This replaces the previously available 'Save Routing Change' button. After edits are complete, select the 'Post Routing Change' button and the c...