Accounting

How can I sync my QBO account with Smart 145?

To connect your QBO account to Smart 145, you need to navigate to your Profile under your name.image.png 157.64 KBAfterward, scroll down to the option CONNECT WITH QUICKBOOKS (GREEN BUTTON)image.png 9...

How Can I Change the Payment Term after a Work Order Has Been Invoiced?

Once a Work Order has been invoiced, you’ll need to reverse the invoice before changing the Payment Term. To do so, open the Work Order, click “Actions,” and select “Reverse Invoice.” .Once the Invoic...

How and Where Can I Print Proforma Invoices in Smart 145?

Proforma invoices are necessary documents to let customers know how much they can be charged for a specific service or product. This document can be printed from all modules where orders can be invoic...

How and Where Can I Print a Commercial Invoice in Smart 145?

Commercial invoices are required for customs clearance and transportation processes. To print this document, go to the Shipments module. Select the shipment related to the order you need the commercia...

How Can I Add a Payment Method to a Specific Payment in AR and AP Modules?

In order to add a Payment Method in  the Accounts Receivable module, you need to navigate within the "Manage Payments" section on the three-dot menu: "Accounts Receivable module"Once you are there, y...

How can I Recover an Invoice Number in a Work Order, Sales Order, or Repair Order?

Sometimes, users need to reverse invoices in order to edit a Work Order, Sales Order, or Repair Order. Once the changes have been made, the order must be re-invoiced. However, the new invoice is not a...

How can I send APs and ARs with Duplicate Number to QuickBooks?

QuickBooks has specific validation rules. One common error is a " Duplicate Document Number Error". This occurs when the Bill/Invoice number or the reference number on the payment is already in use wi...

How to create and apply credit memos to invoices or bills?

Credit memos help keep the balances of the Accounts Receivable (AR) and Accounts Payable (AP) accurate by allowing users to reduce the amount of the original invoice or bill when an adjustment is need...

How Can I Add Payment-Related Information to Invoice Reports from System Defaults?

It is possible to add payment-related information to your invoice reports by configuring the corresponding report default under the Defaults module. To do this:1- Go to the Defaults module.2- Under th...

How Can I Create a Bill from a Vendor Invoice Using AI?

In aviation MRO operations, purchasing teams regularly receive invoices from vendors for parts, materials, and outside repair services. Manually entering this information into the accounting system ca...