Welcome to your go-to guide for everything you need to know about the CaterZen Accounting Tab! Think of this as your cheat sheet for tackling invoices, payments, reports, and everything in between. Whether you’re just getting started or looking for a refresher, this table of contents will point you in the right direction to make your accounting process a whole lot easier. Check out the links below to find what you need:
General Overview
Get a solid foundation for your daily accounting tasks. Learn how to record payments, send invoices, and keep everything in balance:
Managing Deposits
Take control of deposits, payments, and credit card processes with these key guides:
Invoices, Catering Tickets, and Sales Receipts
Master everything related to Invoices and Catering Tickets:
- Invoices & Sales Receipts: How to Access, Print, and Differentiate Them
- Pay By Invoice - Step by Step
- How to Quickly Mark Invoices as Paid
Processing Credit Cards Thru CaterZen
- Which Gateway Can I Use to Have CaterZen Run My Credit Cards
- Configuring Credit Card Processing Settings in CaterZen
- Automated Credit Card Processing in CaterZen
- Manual Credit Card Processing in CaterZen
- Pre-Authorized Credit Card Charges
Refunds and Credit Memos
Handle refunds and understand credit memos for seamless adjustments:
Accounts Receivable and Aging
Use this handy report to track unpaid balances and stay on top of collections.
- Understanding House Accounts in CaterZen
- Accounts Receivable Aging Report
- Automatic Accounts Receivable Aging Emails for Outstanding Catering Invoices
Daily Sales Journal and Tax Reporting
Use the Sales Journal to track payments, fees, and outstanding balances. Export detailed reports to Excel for deeper analysis. Pull up the Sales Tax Data Report to see how your items are taxed. Run the Sales Tax Report to calculate what you owe for any date range.
- Sales Journal Report: A Comprehensive Guide
- Sales Tax Report - User Guide
- Sales Tax Data Report - User Guide
QuickBooks Integration
Sync CaterZen with QuickBooks Online and make your accounting life so much easier.
FAQ - Accounting Tab
These guides are packed with step-by-step instructions, pro tips, and all the tools you need to breeze through your accounting tasks. Jump into any section to get started!
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