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Pathway: Customer Portal > Manage Auto Pay This article provides an overview of the Manage Auto Pay feature available to customers on their portal account. Setup Requirements/Logic The account must be in an Act...
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Pathway: Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batch ...
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Last Updated: 01/28/2025
in Operations Home Dispatch Pathway: Operations > Dispatch Print route sheets directly from the Dispatch screen using one of the available Route Sheet formats. Permissions The following permissions are required to print route sheets: Permission...
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Pathway: Accounts > Search > Accounts screen This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item type: Invoice, Payment and Adjustme...
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Last Updated: 02/13/2025
in Accounts Home Services Pathway: Accounts > Search (account/site) > Customer Service (screen) The following article details how to edit or end an active service for a site. Permissions The following permissions are are required to edit and end an ...
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This article provides an overview of basic navigation within the Navusoft product. User Account Select the user account drop down to log out, edit your screen display and account information, or to reference the system version yo...
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Last Updated: 02/26/2025
in Operations Home Dispatch
Pathway: Operations > Dispatch The Dispatch screen serves as an operational interface facilitating the communication of route information between Navusoft and the NavuNav mobile application. Some of the features of this screen include:...
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The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway: Setup > Accounting > Bill Group In the Settings tab for B...
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Last Updated: 02/03/2025
in Sales Home CRM Sales Workflow
Following the creation of a prospect account and a lead, proposals and service contracts can be created. Prerequisites Review the following article before continuing further: Create Prospect Accounts and Leads (CRM Workflow) Proposals ...
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Pathway: Customer Portal > Make A Payment Customers can make full or partial payments toward their account balance, current charges, or specific invoices using the 'Make a Payment' screen in the Customer Portal. For added convenience, an opti...