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Lists and Settings
Other Lists and Settings Countries – comes pre-loaded for you. This list may be added to, changed or deleted if necessary. States – come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary. Currencies – This is a ...
Setting up the Shipstation Integration
ShipStation centralizes your shipping and the integration with CustomBooks™ makes the process seamless. Shipping package information is entered on the Shipment document and pre-paid labels can be printed directly from CustomBooks™. Shipstation also ...
Under Receiving/Shipping (Backordering) and Over-Receiving/Shipping
CustomBooks™ has a robust backordering system that will track an item from initial order through fulfillment, whether it be on the sales or purchases side. The system does not allow for negative inventory balances, but will allow under-receiving, ...
How to add external accountants to your account in CustomBooks™
Adding an External Accountant or Bookkeeper Collaborating with an external accountant or bookkeeper is essential for maintaining accurate financial records and ensuring compliance. CustomBooks™ simplifies this process by allowing you to seamlessly ...
Printing Shipping Label using the ShipStation Integration
Printing Shipping Labels for a Shipment On the Sales Order, ensure the Use Shipments checkbox is checked. From the Generate button, choose Shipment. Click the Shipping Tab. Choose a Carrier from the list. Enter values for Ship From, Shipping Date and ...