‘Show Completed Lines’ on Sales Orders

Partially invoiced sales orders in Acctivate will hide completed lines on the order by default. While these lines are hidden, they are not removed from the sales order. This help article will show how to view these completed lines. In

Posted in Sales

“Invoice not released. Cannot determine Sales/COGS GL Account.” error when releasing Sales Invoices

When posting an Invoice from a Sales Order, a user may get an error like the one listed below. This error is telling you that the Sales and/or COGS accounts for at least one of the products on the order

Posted in Sales

Voiding Payments

From time to time, it may be necessary to void a posted Invoice in Acctivate. Often, it may be the case that the Invoice which needs to be voided has a related Payment record. The process of voiding the Invoice

Posted in Customer, QuickBooks and Sync, Sales

Credit Memo From Drop Ship Sales Order

From time to time, a Sales Order which was drop shipped directly from a Vendor to a Customer will be returned. This article will show how this process will work when returning goods back into Inventory. In this first screenshot,

Posted in Sales

Webstore Configuration Questions

When you set up a webstore template in Acctivate, there are several options for setting up the sections of that template. These questions can help determine which options to use in your setup. How do you want to see customer

Posted in Sales

Creating and Tracking Customer Core Charges

Some customers have the need to track customer core charges. A Core is usually some fee or additional charge that may be refunded to the customer when something is returned, it is very similar to a Customer Deposit, and could be

Posted in Customer, Sales

“Could not get credit card authorization response” when invoicing with discount lines

A popular method for adding a discount to a Sales Order is to add a line on the order which has a negative amount. Typically, this is a C line on the Sales Order, and very well may use an

Posted in Sales

Print or Email a Pack List

There are two sections in Acctivate where you print or email a Pack List: Order Manager Sales Order Window Printing and Emailing from Order Manager Open Order Manager via the Sales menu or the Icon Bar Select orders with scheduled

Posted in Order Manager, Reports, Sales

Adding new assembly workflow statuses

Acctivate gives the user the ability to modify not only the workflow for sales orders, but also on Assemblies as well. If you need to add a new assembly workflow status, you can do that by going to File >

Posted in Inventory, Sales

“Restore Settings” for Acctivate Grids

In Acctivate, different windows contain grids for different fields and columns. These fields can often be resized and moved around the grid by users based on their preferences. Acctivate remembers these settings for each user. If desired, a user can

Posted in Business Activity, Business Alerts, Customer, Inventory, Launch Acctivate, Order Manager, Purchasing, Sales, Shipping
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