Accounts Receivable | Restaurant365 Customer Center

Customer Record

The Customer Record is where the Customer specific information for each Customer resides in the system. Once you have opened a Customer Record, the General Tab of the record will be displayed. In addition to the information found on the General tab, Customer Additional Info, Customer related Open Transactions, Customer related All Transactions, Customer related Contacts, and Customer Locations are available to users. Additionally, for those using the Franchising Module, Franchisee Additional Info will also be made available on Customers identified as Franchisee Location Customers. To add a new Customer, hover over the Customer tab in the top ribbon, and click New Customer. This will open up a new tab with … Continued

Move Customer List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your customer list over is easy. Just follow the steps below: In Quickbooks go to Reports – List and run the Customer Contact List report On this report click the “Customize Report” button in the upper left corner In the window that pops up, in the Columns box, select the following columns (and uncheck any others that might be selected). Be sure to choose this exact list of columns, then click OK Active Status, Customer, Phone, Fax, Contact, Bill From 1, Bill From Street 1, Bill From Street 2, Bill From City, … Continued

Adding a Contact

You can add new contacts in Restaurant365 in various areas of the different modules. In most cases, your contact is related to a Vendor or Customer. If so, it is best to open the Vendor or Customer Record, and directly add the Contact in the Contact Section. Adding from this areas is the most streamlined approach, because it automatically links the Contact to a Record, and it auto-populates the address and phone information for ease of entry. To add a Contact click on ‘Primary Contact’ or type a value in to the Primary Contact field and then hit tab or enter. This will … Continued

Autonumbering

In Resaurant365, unique identifiers are important for numerous reasons. To allow for the easy creation of unique records, many transactions have an Autonumbering feature that is managed under the Administration section of the Accounting Module. When selected, the Autonumbering Next XX # (1) will be displayed next to the Prefix (if any) (2) as shown below. To save any adjustments to the next number, or prefix, be sure to click the Submit button to the right of each Autonumbering line item.

Add a New Sales Item

To begin the process of adding a New Sales Item to Restaurant365, hover over Item in the top ribbon and click New Sales Item. The ‘New Item’ window appears with the Item Type set to ‘Sell Only’ A sales item is something you are going to sell to a customer but are not going to enter in your point of sale system. It may be something such as consulting services or rental of party equipment. It is an item that you will add to an invoice and send to your customers for payment with terms. As an example, I’ll … Continued