Welcome to Gravity Help

Revenue

Gravity Software enables users to easily create Quotes and Orders, efficiently process physical products for shipping, and generate professional Invoices. Customer payments can be seamlessly processed through external systems or using our internally developed credit card or ACH protocols.

Process Steps

Physical Product with Order

  1. Create Quote/Order
  2. Release Order
  3. Pick Order Items
  4. Confirm Picked Items
  5. Ship Order Items
  6. Post Shipments
  7. Create Invoice

Physical Product without Order

  1. Create Invoice with Inventory Items
  2. Post Invoice

Service with Order

  1. Create Quote/Order
    • Set Order Type to create Invoice directly on Release
  2. Release Order
  3. Create Invoice

Service without Order

  1. Create Invoice with revenue lines
  2. Post Invoice

Cash Receipts - Undeposited Funds

  1. Create GL Account for Undeposited Funds
  2. In Entity configuration set Deposit type to Undeposited Funds
  3. Create Cash Receipt
  4. Post
  5. Create Deposit Ticket
  6. Post

Cash Receipt with Deposit Ticket

  1. In Entity configuration set Deposit Type to Deposit Ticket
  2. Create Cash Receipt with attached Deposit Ticket
  3. Post Deposit ticket

Cash Receipt Processes

Gravity has two different processes for managing customer payments.

Undeposited Funds

Cash receipts are created and posted as a debit to a specific account that is defined in the Entity Configuration. Separately a Deposit Ticket is created to aggregate multiple Cash Receipts into one bank deposit. The Deposit Ticket will credit undeposited funds and debit the bank account.

Deposit Ticket

The Cash Receipt and the Deposit Ticket are created together and only the Deposit ticket is posted. One transaction is created with a debit to the banks account.

The Undeposited funds process works well with credit cards or when multiple cash receipts are aggregated into one bank deposit. The Deposit Ticket method works best when each cash receipt is deposited separately in the bank account.

Entity Configuration Settings

Default Accounts

Entity Configuration Settings for Default Accounts in Gravity


Select the default accounts to be used by Gravity. The Accounts Receivable account can be overridden from the Customer record.

Deposit Ticket Options

Choose Undeposited Funds or Deposit ticket option.

Default Bank Account

Choose the default bank account to appear with deposit tickets

Use Invoice Email Template Flow

Use the Power Automate workflow to email Invoices,

Use Order Entry Template Flow

Use the Power Automate workflow to email Orders,

Send Invoice Attachment with Email

If set to yes Gravity will include any attached notes on an Invoice as PDFs with the emailed Invoice.

Order Entry Template

If User Order Entry Template Flow is set to No, the identified template will be used for the Order confirmation email.

Credit Card Details

See Credit Card Processing

Updated 17 Feb 2024
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