AutoPay AutoPay is a convenient tool for both clients and staff to manage receiving payments. With merchant service enabled, clients can...
Setting Up Accounting Items Items created in NeedleNine sync with QuickBooks for seamless accounting. Enter all items in NeedleNine that apply to flight training,...
Adding Classes Classes are a tool to organize items for managerial accounting. When set up properly, they can help you understand business...
Manually Creating an Invoice NeedleNine is not intended to replace all features of a robust accounting system such as QuickBooks. However, integrated features allow...
Manually Receive a Payment NeedleNine is designed to minimize accounts receivable workload by allowing users to make payments at any time through their profile,...
Manually Entering a Credit At times, it may be necessary to manually enter a credit on client account. A typical scenario is applying a...
Setting Up Your Payment Gateway The Payment gateway will enable NeedleNine to accept payments from users. This option will also enable users to store credit...
Creating Aircraft Rates Aircraft rates are fully customizable in NeedleNine. To create rates, follow these simple steps: Select Accounting from left nav. Click...
Setting up QuickBooks Online Automatically sync transactions between NeedleNine and QuickBooks Online. Note: A QuickBooks Administrator account must be used to connect and sync...
Creating Instruction Rates You can create custom rates in NeedleNine for various instruction types. For example, you may have different rates for Ground...
Instructor Billing Permissions Instruction rates can be approved for instructors in a few simple steps: View profile for instructor account. Select Instructor tab...
Discovery Flight Items Discovery Flights are a bit unique in the NeedleNine system. When checking in reservations the invoice is calculated by the...
Adding Credit Memos Credit Memos are a tool for applying credits to a user statement within NeedleNine. Check with your accountant on preferred...
How to Use Price Plans Price Plans allow you to set custom prices for various groups in your organization. How to Create a New Price...
Credit Card Preauthorization for reservation checkouts This feature is specific to integration with Gravity Payment processing. Much like purchasing fuel at a gas station, the credit...