HOW TO ADD PAYMENT VIA THE MOBILE DEVICE
You can add a "Payment" to an invoice on the web app. To add a payment please click the "Add Payment" button at the bottom of the invoice.
Once you have added the payment information you will need to click the "Save" button at the bottom to save the payment.
Once you have added the payment and saved it you can either "Sign" the invoice or move the slider to "Complete" to save. Then hit the back button to exit the invoice.
The next step is to bring that payment into the desktop software. To do this:
- Click the "Sync Mobile Devices" button.
- Select "Invoices" from the drop down.
- Click the "Sync" button.
To view the payments that you have received, you will need to go to Invoicing -> View Payment List.
You will now see the payment that was pulled into RouteStar and it is ready to be pushed into QuickBooks. First, you will need to double click the "Tran ID" on the left side to enter that payment.
Please Note - Your payments MUST be pushed into QuickBooks separate from your invoices.
IF the payment shows up without an "AR Account" or a "Deposit Account" please select the proper accounts from the drop downs and then hit the "Post to QuickBooks" button.
Once you have added the correct AR Account and Deposit Account you can now hit the "Post to QuickBooks" button.
Your payment should now be posted to QuickBooks.