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The call is a training or troubleshooting session focused on payment processing workflows between QuickBooks Online and RentalWorks (or a similar system like KARS+). Speaker A demonstrates how to create receipts, apply payments to multiple invoices, and handle customer deposits or credits. They explain the concept of a 'depleting deposit'—crediting a customer's account for future use—and how to apply such deposits or credit memos to open invoices.
A significant portion of the discussion addresses edge cases and system limitations. The participants explore how to record payments processed outside the primary system (e.g., a credit card run through a third-party processor like Pelson) by creating custom payment types. This leads to a critical concern raised by Speaker C regarding data synchronization: if an invoice is marked as paid in QuickBooks but the payment is recorded with a non-standard type in RentalWorks, the sync may fail.
The conversation is collaborative, with Speaker B confirming similarities to their existing KARS+ deposit process and asking about referencing double payments. Speaker A provides guidance on using the payment memo field for notes. The call ends on an unresolved note regarding the sync conflict, indicating a need for a technical solution or workaround.
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