Step-by-Step Guide: Approving Clients for Net 30/60/90 Terms and Approving Tax Exemption.

Overview

• Tax Exemption: Approve clients for tax-exempt status by updating their profile and uploading necessary documents.
• Payment Terms: Set Net 30, 60, or 90-day terms through the client account settings.
• Quote Processing: Assign quotes to clients and allow them to pay using terms.
• Accounts Receivable: Track unpaid invoices and process payments when received.

Approving a Client for Tax Exemption

1. Navigate to the Client's Account:
   • Go to the client accounts section.
   • Click on the client’s name or select "View Client."
2. Edit Client Details:
   • Locate the left menu and scroll down to find the "Edit" section.
   • Click on "Edit" to open the tax exemption settings.
3. Enable Tax Exemption:
   • Find the "Tax Exempt" dropdown menu.
   • Select Yes to mark the client as tax-exempt.
   • Enter the reseller's license ID (if applicable).
   • Upload the required tax exemption certificate (e.g., W4 form).
4. Save Changes:
   • Click "Save" to confirm the tax exemption status.

Approving a Client for Net 30/60/90 Payment Terms

1. Navigate to the Client's Account:
   • Follow the same steps as above to access the client’s profile.
2. Set Payment Terms:
   • Locate the "Payment Term" dropdown menu.
   • Select Yes to approve the client for terms.
   • Enter the payment term duration (e.g., 30, 60, or 90 days).
3. Save Changes:
   • Click "Save" to finalize the approval.

Generating a Quote and Assigning It to the Client

1. Create a New Quote:
   • Navigate to the invoices section.
   • Click on "New Quote."
   • Add a line item (e.g., "CRA Graphic Design").
   • Click "Save."
2. Assign the Quote to a Client:
   • Search for an existing client or create a new client.
   • Assign the quote to the client.
3. Verify Tax Exemption Status:
   • Check that the client is marked as "Tax Exempt."
4. Checkout and Assign Payment Terms:
   • Click on "Checkout."
   • Select the standard turnaround time.
   • Under "Payment Method," select Terms.
   • Enter the Purchase Order (PO) number.
   • Proceed to complete the payment process.

How the Client Pays with Terms

1. Client Receives the Quote:
   • The client receives an email with the quote link.
   • Clicking the link opens their public invoice page.
2. Client Proceeds to Checkout:
   • The client selects "Proceed to Checkout."
   • They enter their PO number and confirm the payment.
   • The total due remains visible until payment is completed.
3. Invoice Processing:
   • The invoice appears on the production dashboard.
   • The production process continues until completion.
   • The invoice moves to "Accounts Receivable" until fully paid.

Recording Payment in Accounts Receivable

1. Track Unpaid Invoices:
   • Go to "Accounts Receivable."
   • Find the invoice that still has a balance due.
2. Record Payment:
   • Click on the invoice number.
   • Select "Checkout."
   • Choose "Check" as the payment method (if applicable).
   • Enter the check number (if provided).
   • Click "Proceed to Payment."
3. Verify Completion:
   • Ensure the balance due is now $0.00.
   • Check that the invoice is removed from "Accounts Receivable."

Summary

• Tax Exemption: Approve clients for tax-exempt status by updating their profile and uploading necessary documents.
• Payment Terms: Set Net 30, 60, or 90-day terms through the client account settings.
• Quote Processing: Assign quotes to clients and allow them to pay using terms.
• Accounts Receivable: Track unpaid invoices and process payments when received.

For further assistance, feel free to contact customer support at (625) 002-314.