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Accounts Receivable Statements
The AR (Accounts Receivable) Statements are to be prepared anytime after the day end for the last day of the month has been completed. This will ensure that all customer payment made on the last day of the month have been processed. The first time ...
Document Delivery Methods.
While not strictly part of these documents it is an area of COSTAR that allows you to define how and where each document type is delivered for each of your customers. By default, your new clients have all the document delivery methods set to Print. ...
Document Over-Rides
If you have ever gone to open an existing document only to get a message stating that the document is already open, it is not an error. This is COSTAR protecting your data. COSTAR prevents you from opening more than one instance of a document at any ...
Taking a Deposit on an Order Entry Document
Taking a Deposit on a Repair Order If your customer pays a deposit for a job, the transaction needs to be recorded in COSTAR. On the Repair Order add the code DEP and the amount that they have paid. COSTAR will change this value to a negative amount ...
Cancelling a Deposit on an Order Entry Document
Cancelling an Order Entry Deposit To cancel a deposit simply open the Invoice/Repair Order from the WIP screen and delete all lines on the invoice except for any deposit lines. Note: One way to highlight multiple lines on an order entry document is ...