Maghub Questions

1. How to edit the billing/primary contact information in Maghub

If someone is no longer with the customer company , deactivate that person’s name ( don’t delete ) select contact  in the header tab, select three dots on the top right-edit contact-select the corresponding person under the drop down menu.

2  How to upload the new interion order and replace the old one? 

Here is the short video https://recordit.co/hDJ2ImFNQc

Order history- Upload the new executed contract.

3 When the payee’s login situation is unique being the billing contact for multiple companies in our system. 

There are a couple things you can do. Re-send them the like to pay the invoice without loggin in. Go to the invoice tab-click the ellipsis to the right of the invoice -choose email PDF invoice

The other would be to have him use his unique user name to login in instead of the email to login.

Create the unique user name for them, they can simply forgot the password” if needed for each of them.

4. How to apply client’s credits to future invoice? 

First Go to + Add Payment, search for the company name, then select the 2 open invoices, and pay them off, and enter the full amount of the payment. It will pay off the invoices and put the left over balance in the Cash Account. If there are no invoices, just record the payment in credit account.

Example

Note: Enter the full amount of the payment you received, not the outstanding invoice balance.

Second, choose ACH/or Check for their payment-Apply to selected invoices 

Third , the next invoice created, you will need to apply the Cash Account to the future invoice. It will show as another Payment option when you go to record payment against another Invoice, just like the Check, Cash options.

5. If something is wrong, can finance unapprove the order?