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Texada Knowledge Base

Texada Academy - Product Training Videos

Texada Academy - Product Training Videos

Welcome to Texada Academy. This section features online training videos by topic. Please check out other training documentation from the left menu

Rental Training Videos

How to Create a Credit Invoice

How to Pay an Invoice from Counter Payments

How to Edit an Unposted Invoice

How to Enter a Payment for a Customer in Accounts Receivable

How to Take a Payment on the Invoice Totals Screen

How to change the Logo on your customer documents

How to Hold/Release an Unposted Invoice

How to Add/Remove Damage Waiver on an Invoice

How to Add a Service to an Invoice

How to change Site and Purchase Order on a Posted Invoice

How to Change a Customer on a Posted Invoice

How to Complete Daily Close #1: Invoice Edit

How to Complete Daily Close #2: Generate Postings

How to Complete Daily Close #3: Post Invoices

How to Allocate a Bulk Disposal

How to Complete a Cycle Billing

How to Reverse / Correct a cycle billed Invoice (Unposted)

How to Credit a Posted Cycle Billed Invoice

How to Apply a Payment to a Customer Account

How to Fix/Reverse a Payment on a Customer Account

How to Apply a Partial Payment to an Invoice on Account

How to Reverse a Deposit on a Contract

How to Use the Customer Account Inquiry

How to Complete a Check Run in Accounts Payable

How to Exchange an Asset on a Contract with a Pickup Ticket

How to Change a Contract Date Out / Date Due

How to Dispose of a Rental Asset

How to Configure and use the Landed Cost Factor

How to Create a Purchase Order and Receive with a Landed Cost Factor

How to Create an Accounts Payable Invoice with a Landed Cost Factor (LCF)

How to Find a Customer Invoice

How to Return a Contract and Create an Invoice

How to Apply a Payment to a Customer Account from the Counter Operations

How to Apply a Posted Payment to an Invoice

See more

Accounting Training Videos

How to Import a Misc. Journal Entry from Excel

SalesLink Training Videos

PAR Configuration

Bulk Import Prospects