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Pathway: Accounting > Billing This article details processing auto pay payments for a future date using the Billing tool. Scheduled auto pays display in Accounting > AR Payment Batch for future processing. Note: If a payment...
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Last Updated: 03/27/2024
in Database Home Pathway: Database > Send Bulk Emails The Bulk Email screen is used to send large email campaigns to a select customer group using group filters. This tool requires the selection of a Notification Template. Notification templates are create...
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Last Updated: 10/23/2025
in Release Notes Home
Attention Navusoft Users, The security of your information is our top priority. As part of a proactive security action plan, we are implementing a mandatory password reset for all Navusoft Customer Portal users. Required Action and Timing ...
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Last Updated: 10/13/2025
in Accounting Home
Pathway: Accounting > Auto Pay Management The Auto Pay Management screen offers a comprehensive view of all accounts set up for auto-pay. This screen is divided into two tabs: one for accounts scheduled for auto-pay and another for billi...
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Last Updated: 02/26/2025
in Setup Home System
Pathway: Setup > System > Reason Code The Reason Code Setup screen defines the reason codes used across various areas of the product to specify the purpose of an action. For example, reason codes are used to explain the creation of on-ca...
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Last Updated: 02/27/2025
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges / Late Fees This article explains how to configure finance charges and late fees, which can be applied to an account's invoice during billing. To allow flexibility across account...
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Last Updated: 08/20/2025
in Setup Home Operations
Pathway: Setup > Operations > Route Route Setup establishes the routes used for servicing sites. Active routes display in Dispatch and Active Dispatch once a service record has been assigned. Permissions The following pe...
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Last Updated: 10/09/2025
in Accounting Home
Pathway: Accounting > Refund Request Management The Refund Request Management screen is used to manage refund requests submitted by users whose accounts lack the necessary permissions to issue a refund or chargeback. Refunds are created ...
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Last Updated: 03/19/2024
in Operations Home Dispatch Pathway: Operations > Dispatch In Dispatch, a grid view drop down is available and controls what route data is displayed on the screen subject to the date(s) and filters applied. Using different views, users can quickly navigate between...
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Last Updated: 07/22/2025
in Sales Home
Pathway: Sales > Surcharge Management The Surcharge Management screen is used to oversee and regulate surcharges applied to accounts and their sites. Within this screen, users can compare the base rate (the surcharge rate applied to the...