Darth Moxy

Undoing a payment in Allmoxy as well as refunding the money via Stripe If you need to undo a payment in Allmoxy (in other words, you need Allmoxy to reflect that the amount actually still needs to be paid) - you can go to Reports (the pie-chart icon) -> Financial Reports -> Transaction History. On this transaction history page you will be able to filter the report by the dates and type of payments. Then when you hover over the payment you'd like to undo, you'll see a little arrow to undo the payment. In addition to doing this, you'll likely need to actually refund the money you've received. You'll do this by going to your own Stripe dashboard and signing in (you only have one log-in for your whole company, which was created when you connected your site to Stripe). That's when you'll find the payment, click on it, and use the 'refund' feature. dashboard.stripe.com

If a customer uses the 'Quick Pay' box toward the bottom of their list of unpaid invoices on their dashboard, the system will apply the amount to the oldest invoices - it will just apply to as many of the outstanding invoices as it can (if their payment is more $ than is owed on the single invoice). If they don't have any more outstanding invoices for the overpayment to apply to then the system will automatically create a credit on their account! Side note - if they try to overpay on a single invoice (putting in the payment about on a single lone/invoice rather than using the 'Quick Pay' box) then the system will just correct the amount and only process what is owed on the invoice.

It's super easy to start using Stripe so that you can accept payments through your company instance. Go to Settings --> Financial. On the top of this page you'll see a section called Receiving Payments. Next to the title 'Merchant Gateway' there is a drop down option (yours probably says Authorize.net). Click on this drop down option and choose 'Stripe Connect'. There will then be a blue box that says 'Connect with Stripe'. Click on that blue box, which will help you finish getting set up.

An Allmoxy team member can turn on the Admin setting and then you can go to the Financial Settings and set you cash-payers' discount rate! Here's some information about how cash pay discounts work: Customers do not have the Manual Payment option, because this should be either cash or check that your office staff is receiving, then applying. Selecting Apply Cash Discount creates a credit memo in the system which is then applied to the invoice so that the customer only pays the discounted remaining balance.

UNDO A CUSTOMER PAYMENT: If you need to undo a payment in Allmoxy (in other words, you need Allmoxy to reflect that the amount actually still needs to be paid. This is helpful if the payment was applied to the wrong invoice), you can go to Reports (the pie-chart icon) > Financial Reports > Transaction History. On this transaction history page you will be able to filter the report by the dates and type of payments. Then when you hover over the payment you'd like to undo, you'll see a little arrow to undo the payment. Re-apply a customer payment to a different invoice: Go to Financial Reports >Transaction Report and UNDO the payment on the incorrect invoice. This does not refund the customer's payment, it just reverts which invoice it was applied to. THEN you'll go to the correct invoice, apply a MANUAL payment (again because you already have the customer's money, they don't need to be charged again) and just make a note that this payment was incorrectly applied to another invoice and manually applied to the correct invoice. ISSUE A REFUND: If you need to issue a refund, first undo the transaction in Allmoxy by following the steps above, then you'll need to refund the customer's payment back to their bank account or card. You'll do this by going to your own Stripe dashboard and signing in (you only have one log-in for your whole company, which was created when you connected your site to Stripe). That's when you'll find the payment, click on it, and use the 'refund' feature. dashboard.stripe.com CREATE A CREDIT MEMO: To create a credit memo for a customer, go to your Financial tab (the $ icon at the top of your page) then choose 'Create Credit Memo' - this will let you choose the customer account and the amount of the credit memo. Click here for more information about credit memos.

Manual payments can be made in the same way as when you process credit card payments for your customers. Go to the dashboard of the company that you need to post a payment for, pick the order being paid and put in the amount. Then hit the 'next' arrow (see below). If your customer wrote a check for multiple orders, you can click on the card icon next to the Pay Invoice button to quickly fill in the total, or you can manually enter amounts in the Pay Invoice box next to each Invoice. If a customer made a payment to be applied to oldest invoices first, scroll down to the bottom of the invoice list and enter the amount of the payment in the Quick Pay box. This will apply the payment to the oldest invoice first and apply any remaining amount to the next invoice and so on. If you are applying a payment to multiple invoices, a total will appear at the bottom above the Quick Pay box so you can see how much you have applied to pay so far: As you go to the next step, instead of choosing credit card, choose "Offline Payment" which will then allow you to mark the amount paid by cash, check, credit, etc - whatever you choose.

In this 15 minute class, I'll show you how to set up a collections campaign, and quickly input invoices so Allmoxy can start collecting money while you sleep! In just a few minutes, you'll be able to implement a system that will work overtime for you! CLICK HERE TO TAKE THIS CLASS!

It's for billing. So the "order past due by" condition of a trigger is going by the date payment is due based on what you set for "Default Status to Charge Customers" in financial settings. For example if you charge the customer on the day an order moves to "shipped" status, then a trigger that is set to fire on past due by 1 day, then it should send an email the day after a job is set to shipped. And of course that's just to tell it WHEN to fire - it's up to you to put the right message in the body of the trigger email!

As soon as it's moved to Order status, they can pay for it. However, most of the time you are protected from this kind of issue because once the order is moved to "Verified" status (meaning someone on your team has looked over the order and it's ready to be started), they can no longer make changes to the order. Also the customer's card is not charged automatically - either the customer or one of your employees has to process the payment. Ideally your customer will be managing their own payments since they can see what they owe you when they log in AND hopefully you have triggers doing your collections for you to keep the slackers on track!

We can integrate with Xero, yes! We use Zapier to connect with hundreds of apps, and have actually taken down our own API's because Zapier is so amazing and is making connections at a pace that far outweighs any singular API. You'll need this developer invite to be able to find Allmoxy on Zapier: https://zapier.com/developer/invite/55890/28f071098f926a473c3b6feb7f547efa/ Go there, and sign up. After you do that, you'll see the Allmoxy apps as possible apps in your Zapier Zaps!

On the simple and easy end of the spectrum, you can export out a .csv file (comma separate value) and import that into Quickbooks, among other accounting software solutions. Of course, that requires a manual process, which may not be a bad thing because it may be a part of your workflow. You can automate this even more by using 3rd party apps and other software. One app that we've integrated with is Zapier, which allows you to go in and out of Allmoxy and in and out of lots of other web apps. So, if you use Quickbooks online, you can send data in and out of the two automatically. Of course, you need to set up Zapier, so here's a link to the invite: Zapier invitation You can also use Transaction Pro. There may be others as well, if you find them, please let us know so we can add them here! As far as security, everything you're doing on your own network and between your own computers is just as secure as everything you're doing now, nothing changes. If you're sending data through Zapier, there is probably another layer of encryption, but I'd have to verify that.

Here is a quick rundown of how to map the necessary QuickBooks Fields to "Import File Columns" (Allmoxy Invoices), when exporting using Transaction Pro. Recommended Field Mappings: QuickBooks>Allmoxy (Import File Columns) Customer>Company Name Transaction Date>Charge Date RefNumber>Invoice ID BillTo Line1>Company Name BillTo Line2>Address BillTo Line3>Address2 BillTo City>City BillTo State>State BillTo PostalCode>ZIP ShipTo Line1>Invoice Name Shipping Line 2> Shipping Address Shipping Line 3 > Shipping Address 2 Shipping City > Shipping City Shipping State > Shipping State Shipping Zip > Shipping Zip Line Item>Export Class Line Description>Item Name Line>AMT Sales Tax Item OR Sales Tax Rate>Tax Code **If Tax Code doesn't match the value that Allmoxy is bringing over, you can set a Default Value in Transaction Pro mapping if it's just 1 state; otherwise, you need to rename the Sales Tax (ie New York Tax) in Quickbooks to match what Allmoxy provides (ie NY Sales Tax)** If the invoice in Quickbooks is selecting the correct Tax Code (ie UT Sales Tax) but not evaluating a sales tax amount, make sure that Line Taxable is mapped to Taxable. **If you haven't already, please be sure to first watch the video here on how to import Allmoxy data into QuickBooks using Transaction Pro for a step-by-step tutorial on the entire process.

First, find the output page that you'd like to edit and click on it. On the edit page, click the 'Source' button on the editor. Next, scroll down until you see "Invoice #{order_num}". Replace "Invoice" with this line of code: <span id="order-status-switcher">Invoice</span> Then, scroll down the editor window to the very bottom and paste this code and save: <script> if ("{order_status}" == "bid") { // Change Quote to anything else you want it to say between the quotes document.getElementById('order-status-switcher').innerHTML = 'Quote '; } else { // Change Invoice to anything else you want it to say between the quotes document.getElementById('order-status-switcher').innerHTML = 'Invoice '; } </script>

You'll do that in your order settings (Settings -> E-Commerce -> Order Settings). Put 3000 in the box where it says "Set next order #"

If you want their terms to take affect, you’ll need to set them up with a Credit Limit. Order Limit: The amount you will build but will NOT ship until the balance is paid. Credit Limit: The amount you will build AND ship, but will charge interest on any amount past the grace period.

In their company settings you can add credit card and bank accounts (the same place you go to change their address or their permissions, etc). You'll add the bank or credit card payment methods by using the "Manage Payment Methods" link in the settings: Adding a bank account will allow them to use the "quick check" option when they make payments. You don't have to set anything up for a cash option or regular check option - in that case they'll give you the cash or check and your staff will be able to process the payment with the "Offline Payment" option. This allows you employees to choose whether they are paying with cash or check, etc. Customers can also add & edit their own payment methods too. When they log into their Allmoxy account, click on the Settings icon and then select payment methods. Then they'll be taken to a page where they can add a new one, or delete an existing payment method if they need to update or change out the information!

We partnered with Stipe because of the progressive new take they have on merchant processing. Traditional merchant processors have salesman, long underwriting periods, monthly statements that are difficult to read, and different processing fees on every single type of card, among other inconveniences. With Stripe, you sign up and immediately have processing abilities. You don't have to deal with salesmen, you get easy to understand on-demand real-time statements, and every card is treated with the same rate. Stripe does things as Allmoxy does, we share the same mentality!

Each time you create a new attribute or a new part with part attributes you'll end up with another variable to work with in your formulas When you create a new attribute, for example a number box for WIDTH, will then give you a variable for 'width' here: On drop down type attributes you will get new variables to work with each time you add a new column to the table... Notice that the variable name will follow the format of attribute_name.column_name: Then moving on to parts - because you very well may need specific part details in your pricing - you'll see that the variables from your parts are alos in the side bar, just close to the top and the format for those variable follows this parts.part_name.part_attribute_name (for example parts.panel.width and parts.panel.height, etc): To add your variables work with you only need to put your cursor in the formula box and the click on the desired variable in the side bar, which will insert it for you, no copying and pasting!

There are two types of validations. There are the "alert but continue" (yellow) and the "alert and stop processing" (red). Your customers will be able to see both of these validations, however the "alert but continue" (yellow) validations will disappear once an order is verified. At this point customers will no longer see those validations.

Validations no longer appear once an order is moved from "ordered" to "verified." So the warnings will appear on the order up until the order is moved to "verified" then we will no longer see those warnings