Debbie Kennedy
Articles
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Loads and Load Percents
Loads add a specific dollar amount to a product's cost in a customer order (load x quantity). This can represent various overhead values, or quite commonly, Fuel Surcharges. Loads entered on a pro...
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Providers Special Period Option and Do Not Pay
Go to Order Entry, find the customer order and click on the measuring tape icon . Click on the add icon the following screen appears. Fill in all the providers information and at the bottom there...
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How to: Void an accounts payable record.
Go to Accounting/File/Accounts Payable/Add-Edit Payables/Find the accounts payable to be voided. Click on the Triangle Icon, select Void. To enter the invoice again, modify the invoice number; th...
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Cyncly Pay Release Notes
June 24, 2024 Release version 1.13.0 notes: New Features: Settlement report: “Transaction Date” updated to show when the payment was captured instead of created. Normally, payments are captured ...
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Using Remarks as Notes
Remarks RFMS created Remarks in Project Manager (PM) to be "permanent" notes. By default, Remarks cannot be edited and cannot be deleted. Although the Remark cannot be edited or deleted it can ...
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Understanding statuses listed on Cyncly Pay website
Payments can have different statuses. The status of a payment is visible from the Payments screen if the column is selected and is shown in the payment details screen when you double-click on a p...
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Posting a "Receipt Only" payment to an order
If a payment processed through Cyncly Pay but the receipt failed to post to the order, the following steps should be taken for the selected order: 1 - Click Payment icon2 - Select Credit Card regi...
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Prompt Customer to Save Card Information though My Flooring Link
Cyncly Pay provides the ability to save encrypted card information for future use. To activate this option, "Show Remember Card" must be selected before clicking Share.
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Deleting Cyncly Pay Saved Tokens
Tokens are not saved within RFMS. To delete a saved token, follow the steps below: Log into pay.cyncly.com. Click Contacts. Seach the customer name and press Tab. Click on the customer. Click ...
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How to Reconcile Your Credit Card Payments and Post Deposits Using the Cyncly Pay Settlement Report
To settle payments processed through Cyncly Pay and post deposit, follow the steps outlined below: Begin by Gathering your Settlement Report Login to the Cyncly Pay site and navigate to the Settl...