Medlin Software

Medlin Accounts Receivable & Invoicing Software

Can a customer be taxable for some purchases and tax-exempt for others?
- Yes. The key is the sales code's tax status. If a sales code is tax-exempt, there will be no tax charged on that item, even if the customer is set as taxable.
Why are the invoice description lines not printed on statements?
- Statements do not include the information you typed in the invoice description field. Instead, the sales code description is used. The reasons:
  - There is not enough room in the statement description field. The invoice description can contain up to 42 characters. The statement description only has enough room for 32 characters. If we were to lengthen the statement description, the statements would have to be printed in a much smaller font.
  - The customer already has the invoice description on the invoices. A statement is merely a summary of the month's charges and payments.
How do I mark a particular invoice as paid?
- You don't. Medlin's Accounts Receivable is a "balance forward" program. Charges and payments are applied to the customer's balance, not to any particular invoice. To enter
  a payment, post the amount to the customer's account, using your "payments" sales code, as a negative dollar amount.
- If you absolutely have to be able to mark individual invoices as paid, you would need an "open item" accounts receivable program.