Referrer
Referrer: Area where checks can be written to Referrers, Referrer Settlements printed and/or emailed.
Select the Pencil Icon to pay a Referrer individually:
Paying a Referrer for an item(s) before Bidder pays invoice: Any items that remain unpaid by the Bidder will appear in Red Font on their Settlement page. Company may choose to pay the Consignor anyway, and the Settlement reports will indicate this pre-payment:
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Select "Print Checks" to pay multiple Referrers at one time:
One of Fair Warning Software's most time-saving features is the ability to print checks to a Quickbooks-compatible business check form. You can easily print multiple checks in just minutes. Then, with our file import feature, you can automatically import them into your Quickbooks program.
Once items are paid for by the Buyer, they are automatically flagged in the FWS database for payment to the Referrer. The only items that will be available for payment to a Referrer on this page
Paying Multiple Referrers at 1 time:
Step 1: Select the Referrers you wish to pay (or select ALL) and enter your Quickbooks-compatible starting check number into data field. This routine is set up to print a sheet of 3 Quickbooks checks:
Step 2: Once checks have been successfully printed, check "Print Successful", or re-print checks:
Step 3: Once you have checked "Print Successful" (for Quickbooks checks). a full Settlement will be generated in PDF format for each Referrer to accompany their printed check. This Settlement will display all the particulars of the payment for each item. It will also display the check number and the date the check was issued:
Step 4: Once the Settlements have printed, select "Print Successful" and these items will be removed from the Printing queue.
At this time, the company Admin can choose to export the Referrer payment data for import into Quickbooks using FWS's easy Quickbooks import process.
How to perform a Quickbooks Export: go to Reports/Financial Exports/CSV Checks Export or Quickbooks Checks Export
FWS has a powerful feature that will print Consignor checks automatically under Auction Application/Consignment/Print Checks. Once these checks are produced they can be imported directly into your Quickbooks program without having to individually key every check - a huge time savings for the accounting department! In FWS there are two ways to do this: by using a 3rd party program like Transaction Pro (Option 1) or by using the Quickbooks import file protocol (Option 2)
Option 1: CSV Checks Import
- Select the list view
for the auction you wish to download. Select date range for export. This will initiate a CSV download that will include pre-formatted upload for the Transaction Pro import program that works in conjunction with Quickbooks.
Option 2: Quickbooks Checks Export
- Select the list view
- Under Settings/Invoice-Payment Defaults/Quickbooks Settings, if the ckeckbox labeled "Include Deposit Records for Buyer payments" is YES, the Quickbooks export will include all records for Buyer payments as well as records for Consignor payments.
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Email all Settlements for Consignors checked
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Print all Settlements for Consignors checked