Messaging Note
Messaging is built in to help keep you informed when working with BigBusiness ERP.
You might want to know when a New Order arrives from your ecommerce connection. You might want to know when an Invoice Number goes missing. Messaging can help.
Notes are built-in messages with Text and Attachments that pop up when you sign in, or can be checked like email, or can save Sent messages in case you need to check them.
Customer Prepayments
Customer Prepayments is a set of features to correctly handle deposits on your orders. If you receive payments on orders to apply to future invoices, those are Prepayments.
If you turn on Prepayments in BigBusiness 15, you will have all the tools you need to handle the accounting, importing, auto-applying, and reconciling of customer deposits.
To enable Prepayments, fill in the Prepayment Category in the Customer Prefs tool. When Prepayments are enabled, on the Payment you can choose Prepayment
A/R Aging Summary with Prepayments
The A/R Aging report will provide a listing of open receivables as of a specific date. This report includes a Customer Search to report only specific customers. This report includes unapplied Payments and totals unreported customers to simplify reconciling.
This report also includes Prepayments
Sequoia Mail
Please allow BigBusiness 15 permission in macOS Sequoia to control your Mail app. BigBusiness lets you drag a selected email to the Docs folder on a transaction to save.
This only works if you click to highlight a message, first. Then, drag it to BigBusiness. In turn, BigBusiness asks Mail to export the selected message so it can be attached.
In addition to the pictured dialog, you can go to System Settings, Privacy & Security, Automation, and for BigBusiness 15 Client allow it to control Mail.
Chapter 303 Customer Prepayments
Customer Prepayments is an option you turn on to track deposits on customer orders.
Customer Prepayments handles the accounting for money you receive before invoicing. Prepayments post to an Account you set up for keeping track of unapplied payments.
Run a Balance Sheet and A/R Aging anytime, without any clean up to close the period.