Content Comparison

...

• Home Water routine will create a Salesforce Invoice and use a credit card to charge the full amount to the customer.

• On the Salesforce Invoice page, GoldFinch will add a button (and also an hourly scheduled routine) to create and post GoldFinch Sales Invoices:

  • DR Accounts Receivable

  • CR Revenue

• No future recurring invoices.

Open Issues

1. How to differentiate Upfront Payments with Rental Payments

2. Can we also create an Amortization Schedule with the initial entry only, so we don’t have to create GoldFinch Sales Invoices?