Consolidated Program Fee Invoice Setup - shopVOX Pro

Crystal Richard Updated by Crystal Richard

Consolidated Program Fee Invoice Setup

This guide provides a comprehensive walkthrough of the sequential clicking process required to finalize your configuration.

Step 1: Accounting Setup

  1. Click Settings
  2. Click Accounting
  3. Click Program Fee
  4. Confirm Program Fees are accurate or make necessary adjustments.
Review Program Fee Setup to view the Program Fees initial setup helpdoc, video and instructions.

  1. Click "Consolidated Program Fee" to enable the simplified one invoice solution with the updated program fee amount on the original invoice

  1. Click the green "Save Program Fee" button
  1. Click the shortcut navigation icon
  2. Click "New Payment" from the shortcut menu
  3. Search for the Customer in the Customer field by typing a few characters, then Select the Customer
  4. Select the payment method
  5. Select a saved card or enter a new payment method
  6. Select the invoice(s), sales order(s) or mix of both for this payment to apply towards
  7. View the Program Fee amount at the bottom of screen in the summary section. Click Process Payment to complete the payment and process the transaction.
  8. Review the completed payment.
  9. Review the invoice to view the Program Fee on the original invoice and the overall invoice total has updated to include the Program Fee.
    If this invoice was previously synced to the accounting platform prior to the program fee, the invoice will show as edited on the post to accounting screen, and this edited invoice will require you to sync over the changes. The Program Fee will appear on the accounting platform as a line item on the invoice.

Conclusion

Follow these steps for Consolidated Program Fees. If you have any questions or need help setting this up, our support team is happy to assist! Reach out directly from your shopVOX account or email support@shopvox.com.

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Charging a Program Fee - shopVOX Pro

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