X-1FBO

Quickbooks Online

Cancel Accounts Receivable Payment

Process Direct Bill invoices just like credit card invoices!

Direct Bill, no more Moving to Ready

Apply Processing Fee

Processing Fee, GL Accounts, and how to apply payment in A/R.

Changes on A/R and How to Apply Payment

We took your advice and added some important details

Customer Statement with details

Easily Manage Outstanding Balances with the Write-Off Feature

Create Write-Off

Create Adjustments

How to add a credit on a customers account

Credit On Account

Control edits, protect closed periods, and maintain accounting accuracy.
Accounting Lock Dates in X-1FBO allow your team to prevent changes to transactions within a closed accounting period.

Accounting Lock Dates

Run a customer statement at any time for any given date

Running Customer Statement Report

Bill customers monthly (weekly, yearly, etc.)

How To Set-Up Direct Bill

Customer handed you a check. YES! But wait, they don't have any invoices to apply it to! What now?

Creating a Payment without any Open Invoices

A step-by-step guide on how to unapply a payment in accounts receivables

How to Unapply a Payment in A/R

Bulk Invoice Print by Customer Report

Fuel sales report that can filter by Customer, By Description, Payment Method, Contract Fuel, and Promotion Code.

Fuel Sales Report

Refunding Air Cards Before the Transaction Settles.

Avfuel-AIR Card Refund Timing (After 1:00 PM ET) Error Message

How to set up charging your customers Late Fees in X-1FBO

Late Fees

Learn why RSRV and COVR entries appear on your disbursement reports and how they impact your payouts.

Understanding RSRV and COVR on X-1PAY Disbursement Reports

Caroline

Jeanette Diaz

Ken Wiley

Accounting

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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