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Tony Zorc (Accounting Seed, Inc)
Aaron,
Several customers book directly to the cash receipt if their accounting needs are simple enough. You can create a process builder to do this automatically. Also some will bundle several transactions as a journal entry. The billing is not a required approach. It is just the easiest out of the box.
Ah ha! I knew there was a cash sale option somewhere, but I couldn't find the documentation ... it's not discussed in either the create billing nor the cash receipt pages. ...
rfaulkingham (Accounting Seed)
Hi Aaron,
When you click on the "create billing" button from the opportunity, there is a "cash sale" checkbox. If this is checked, it will create the billing and cash receipt for that opportunity. Please test this out and let me know if this works for you.
Thank you,
Ryan
I was told that in order to track revenue in opportunities we would need to create a "billing" for each piece of revenue that comes in. As a non-profit that mostly receives unpredictable contributions that would mean a lot of extra work for our part-time bookkeeper. As a result we are only going to enter cash contributions in cash receipts, however, this will not communicate (out of the box) with opportunities which drive all of the dashboards and reporting. What is the easiest way to get cash receipts to duplicate in opportunities (automatically)?
Is it possible to programmatically check to see the status of all the processes that are run when a period is open or closed? I'd like to automatically fire another process off that completion.
Tony Zorc (Accounting Seed, Inc)
Yes, just insert these data records just link any other records you would insert via the API.
Tony Zorc (Accounting Seed, Inc)
Teng,
There are several ways that this could work. We would need to have a call to discuss.
Tony Zorc (Accounting Seed, Inc)
yes, this would be one way to integrate.
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