How do I get payments to print on my invoices?
This is in the invoice print options by user. You will want to make sure that "suppress payments" is not checked so that the payments and invoice balance will display.
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My invoices print out differently than another user. Why?
While some invoice design settings affect all users, some are user-specific. These settings are found in the main File menu of Softbase under Invoice Print Options, and are set by user for that user.
How do I add a logo to my invoices?
Logos are maintained within the Branch setup of Softbase under the Administration tab. You will want to access the tab for "logo graphic" to add or update a logo. Specifications for the logo are below: Logo This is where you can set your ...
How do I apply a credit and debit invoice in AP payments against each other?
In AP payments, we can see vendor ZIO000 has two “invoices” that offset each other, but the system is unable to match them because the invoice numbers are different. Because the system is unable to clear them for you, you can accomplish this using AP ...
I am receiving an error when attempting to print in Softbase.
If you receive an error in Softbase and the program does not print and must close, we recommend resetting your printer settings. This is done in the File Menu of Softbase, using the "Clear My Printer Setup" option. This will reset the settings and ...
How do I record an EFT payment in Softbase?
To record an EFT payment (where you do not need to print a check and are just recording the payment in Softbase), you will typically use the manual payments tab in AP payments. You would need to pay each vendor individually with that process, as the ...