Articles

Credit Proof vs. Credit Memo

In business when a customer submits a request to return an incorrect or damaged product, navigate to Sales > Credit Memo  to open the credit window. If the customer will return the unwanted item, it may be necessary to provide

Posted in Customer, QuickBooks and Sync, Sales

Recommendations for Rescheduling Sales Orders

When entering in a Scheduled order, or changing a Quote or Booked order to a Scheduled status, Acctivate allocates as much available inventory as possible to that order. This allocation of inventory availability is referred to as ‘Scheduling’. During this

Posted in Order Manager, Sales

The remote server returned an error: (400) Bad Request… when processing a credit card

Processing credit cards in Acctivate with either QuickBooks Merchant Services or Authorize.net may return the following Remote server error (400) Bad Request. Received empty or truncated http inputstream. First, check the customer record or the name on the credit card

Posted in Other Applications, Sales

Applying one payment to multiple invoices or multiple payments to one invoice

When dealing with payments in Acctivate, there may be some situations that require you to split up either the invoices related to an order, to the payments related to the order. This can happen for a wide variety of reasons.

Posted in Accounting, Sales

Invoice not released. Order has scheduled kits with components not stocked in the selected warehouse(s)

When trying to create an invoice for a sales order containing a kit item you may receive this message: This message means that the kit product and one or more of its component products are not stocked in the same warehouse. When

Posted in Inventory, Order Manager, Sales

Ship Complete Lots

The Ship Complete Lots feature is designed for lot-numbered items that must be shipped as a whole, complete lot. To use this feature, you’ll need to have purchased the Mobile Picking module for Acctivate. By default, this option is not

Posted in Inventory, Sales

Skipped or Missing Invoice Numbers

From time to time, users may notice that some invoice numbers “go missing” or get skipped. This is not uncommon and can be attributed to a few different potential reasons for the missing numbers. We’ll go over the most common

Posted in Configuration, Purchasing, Sales

Why is my Packing List blank?

Acctivate does not allow the printing or re-printing of a Packing List once the order has been completed.  The pack list will appear blank if nothing is scheduled and the order has been completed.  One reason Acctivate does not allow

Posted in Getting Started, Reports, Sales, Shipping

Charging A Re-Stocking Fee On Credit Memos

Some companies may have a return policy which charges a re-stocking fee for returned goods. This help article covers the process of setting up the re-stocking fee and shows how this will work on Credit Memos. The first step in setting

Posted in Customer, Sales

Find vs Begins With in Search Windows

Acctivate search windows use a Multi Field Search which looks for data in several different fields at once. The multi field search can also look for a character that is anywhere in the text for the values in those fields. For

Posted in Customer, Inventory, Purchasing, Sales
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.