• Introduction
  • System
    • 2000 Service Provider
      • 2010  Overview
      • 2015 Requirements and Setup
      • 2020 Affilaite Agreement
      • 2050 Insurance Compliance
      • 2060 RFP Profile
    • 3000 Leads/Campaigns
      • 3010 How Campaigns Work
      • 3015 Campaign Creation
    • 4000 Working
      • 4010 Flowchart of workflows
      • 4100 Setting Appointments
      • 4200 Using the Ipad Overview
      • 4210 Creating the Survey
      • 4300 Creating Proposals
      • 4310 Revising Proposals
      • 4315 Copying Proposals
      • 4320 Creating Multiple Proposal for one customer
      • 4400 Tasks (Follow-ups)
      • 4500 Winning or Losing the Proposal
    • 5000 Customers
      • 5100 Master Agreement
      • 5110 Transaction History
      • 5115 Payment History
      • 5120 Credit History 
    • 5200 Service Contracts
      • 5210 Activate a SC Assign SP/Sch Services/Invoice
      • 5215 Modifying a Serivice Contract Increase or Decrease RS
      • 5220 Changing the SP or Split 
      • 5225 Terminating a Service Contract
    • 5500 RFP
      • 5510 GM/AM Training Guide
      • 5515 Service Provider Trainnig Guide
    • 6000 Accounting
      • 6010 Overview
      • 6015 Portal Overview
      • 6020 Toolbar Definitions
      • 6024 QB Online Vs. Desktop
      • 6025 QuickBooks Opening Entries
      • 6050 General Ledger Monthly Closing Procedure
      • 6055 Month End Close Process Outline and Entry Template
      • 6060 QB Entries Overview
      • 6061 QB Entries: Receipts (Check,ACH,Etc.) 
      • 6062 QB Entires Setting up Service Providers and Vendors
      • 6063 QB Entries Creating Bills for SPs after Statements Finalized
      • 6064 QB Entries Paying bills for SPs (bill payment) at EOM
      • 6065 QB Entries Creating Bills For Trade Vendors (Non Service Providers)
      • 6066 QB Entries Paying Bills For Vendors (Non Service Providers)
      • 6067 QB Entries Issuing checks/ACH for Immediate Payment or Bank Charges
      • 6068 QB Entries Payroll Posting (non Intuit)
    • 6100 Invoicing
      • 6105 First of Month Invoicing (FOM)
      • 6110 On Demand for Services
      • 6115 On Demand for Supplies
      • 6120 Delete/Correct an Invoice not yet posted
    • 6200 Receipts 
      • 6210 Post Payments/Receipt Allocations
      • 6211 Post an Overpayment
      • 6212 Apply Receipts to a Multi-location Account
    • 6250 Credits
      • 6255 Issue a Credit
      • 6256 View & Process Unallocated Credits
      • 6257 Write off for Bad Debt
    • 6300 Refunds
      • 6310 Issue a refund on a Terminated Customer
    • 6350 Adjustments
      • 6355 Create and Adjustment 
      • 6360 Handle Late Fees
    • 6400 Statements
      • 6410 Processing SP Statements
      • 6411 Editing and Approvinf Statements
      • 6412 Responding to and Settling SP Disputes
    • 6500 Collections
      • 6510 Process Overview
      • 6511 Collection Notes
      • 6512 Collection E-mails