10X ERP Knowledge Base
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Accounts Receivable & Invoicing

  • Creating an On Account Payment for a Customer
  • Receive Customer Payment for Open Invoices
  • Manually Creating, Publishing, and Sending Sales Order Invoices
  • Receiving a Credit Card Payment on an Open Customer Invoice
  • Releasing Credit Holds for Sales Orders
  • Finding Past Due Customer Sales Order Invoices
  • Generating and Sending a Customer Statement
  • Pay a Vendor, Paying Vendor Invoices
  • Capturing Credit Card Payments at Time of Pickup for Will Call Orders; Pickup Tool Credit Card Captures
  • Generating Credit for Sales Order Return from Return Receipt, Applying Credit in Accounts Receivable
  • Deposit on Order Accidentally Made after Invoice
  • Creating Manual Bills (AP) or Invoices (AR)
  • Processing Credit Cards in 10X ERP
  • Write Off Credit Memos
  • Credit Hold Management and Customer Settings
  • Receiving Negative Payment from Customer; Paying a Customer
  • Accounts Receivable Aging Report
  • Creating a Proforma Invoice in 10X ERP
  • How to Resend and/or Print a Customer Invoice
  • Adding Freight to an Accounts Payable Invoice
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Categories

  • Accounting & General Ledger
  • Accounting Training Track 1 — Beginner
  • Accounting Training Track 2 — Intermediate
  • Accounting Training Track 3 — Advanced
  • Accounts Payable & Vendor Payments
  • Accounts Receivable & Invoicing
  • CRM
  • Customers & Contacts
  • Data Management & Security
  • Getting Started & Navigation
  • Integrations
  • Inventory, Lots & Warehouses
  • Items, Pricing & Cost Rules
  • Manufacturing & Work Orders
  • Onboarding — All Roles
  • Purchasing & Receiving
  • Purchasing Training Track 1 — Beginner
  • Purchasing Training Track 2 — Intermediate
  • Purchasing Training Track 3 — Advanced
  • Quotes & Sales Orders
  • Release Notes (2024)
  • Release Notes (2025)
  • Release Notes (2026)
  • Reporting & Analytics
  • Sales Training Track 1 — Beginner
  • Sales Training Track 2 — Intermediate
  • Sales Training Track 3 — Advanced
  • Shipping & Fulfillment
  • System Administration
  • Troubleshooting
  • Warehouse Operations Training Track 1 — Beginner
  • Warehouse Operations Training Track 2 — Intermediate
  • Warehouse Operations Training Track 3 — Advanced
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