Revenue
Define the default accounts receivable GL account. This Account can be overwritten on each Customer.
Define the default discounts and write offs GL accounts used during cash receipts entry.
Define the default GL account used for freight charges added to invoices.
Define the default GL account for sales tax calculated on invoices. This account will be overridden by accounts established on each sales tax authority.
Select the option to be used during cash receipt processing. Gravity supports 2 methods of entering Cash Receipts.
- Deposit Ticket - The Deposit Ticket is entered on the Cash Receipt and both records are posted at once. This method is beneficial when individual Cash Receipts are deposited to a bank account.
- Undeposited Funds - The Cash Receipt is posted separately to an Undeposited Funds account instead of the bank account. The Deposit Ticket is used to aggregate multiple Cash Receipts into one bank deposit. This method is beneficial when multiple Cash Receipts are aggregated to one bank deposit.
- Undeposited Funds - If the deposit ticket option is set to undeposited funds, enter the default GL account used for posting cash receipts.
Enter the bank account used when posting deposit tickets. This account can be overwritten during the deposit ticket process.
Gravity can use a simplistic built in email process to send Invoices or a Power Automate workflow. The Power Automate workflow can be customized to allow for different messaging and conditions. Set to Yes to use the Power Automate Workflow.
Simplistic email messaging is maintained under the System Settings->Communications area. The Power Automate workflow is managed under the Power Apps portal.
Gravity can use a simplistic built in email process to send Order Entry confirmations or a Power Automate workflow. The Power Automate workflow can be customized to allow for different messaging and conditions. Set to Yes to use the Power Automate Workflow.
Simplistic email messaging is maintained under the System Settings->Communications area. The Power Automate workflow is managed under the Power Apps portal.
If set to Yes, PDF attachments to Invoices will be included in the emails send to customers. The PDFs must be attached as Notes to the invoices.
Gravity supports 2 credit card gateways. Authorize.net & Forte.net. You can use a merchant account supplied by them or from a third party, like your bank. Login information will be supplied by the credit card gateway provider.
Both credit card gateways may include the ability to process ACH payments from customer bank account. Enter the credentials provided by the gateway provider.