TrueERP wiki - User contributions [en]

25 EFT to ABA Setup

2014-12-15T13:01:36Z

BethD:

Have you defined your EFT details on your bank account in your chart of accounts?

EFT define as Electronic Fund Transfer, The EFT function enables your Company to process funds ready for electronic transfer. This function will create an ABA file ready to be processed by your bank. You must register with your bank which will issue you with an APCA number to enable you to access the EFT system. EFT (Electronic Funds Transfer) is an efficient means of processing single or multiple payments via a direct bank transfer.

25 EFT to ABA Setup

2014-12-15T11:59:48Z

BethD: Created page with "Have you defined your EFT details on your bank account in your chart of accounts? EFT define as Electronic Fund Transfer,"

Have you defined your EFT details on your bank account in your chart of accounts?

EFT define as Electronic Fund Transfer,

11 Approve/Review

2014-12-15T11:39:52Z

BethD: Created page with "Can you mark a transaction as Approved or For Review?"

Can you mark a transaction as Approved or For Review?

16 Why Grey

2014-12-15T11:29:56Z

BethD: Created page with "Why would transactions be gray in the Supplier Payment Form?"

Why would transactions be gray in the Supplier Payment Form?

9 Calendar Ageing

2014-12-15T11:19:57Z

BethD: Created page with "How does this change the report view and why is this commonly used?"

How does this change the report view and why is this commonly used?

8 Age by Transaction Date

2014-12-15T11:19:05Z

BethD: Created page with "How does this differ from the standard "ageing based on due date" view?"

How does this differ from the standard "ageing based on due date" view?

7 Zoom In

2014-12-15T11:17:27Z

BethD: Created page with "Can you drill into the transactions? Yes, The ability to drill down to view each transaction , all the way down to the original transaction, within ERP Reports is a valuable..."

Can you drill into the transactions?

Yes, The ability to drill down to view each transaction , all the way down to the original transaction, within ERP Reports is a valuable tool. The time saved in identifying what an amount in one of your key reports is made up of is invaluable to any growing, efficiency-conscious business.

34 Customising Templates

2014-12-11T14:37:54Z

BethD: Created page with "Why should you only customise the "Header" data field of a Statement template? Because there's a design Default template ready to use."

Why should you only customise the "Header" data field of a Statement template?

Because there's a design Default template ready to use.

12 Pay Approved

2014-12-11T13:36:22Z

BethD: Created page with "Can you process multiple Approved payments? Yes, Select Payment Modules, Select Bulk Pay Suppliers Button, Fill in Department, Fill in Basis Suggestion, Fill in Payment Met..."

Can you process multiple Approved payments?

Yes, Select Payment Modules, Select Bulk Pay Suppliers Button, Fill in Department, Fill in Basis Suggestion, Fill in Payment Method, Fill in Payment Date, Tick Pay Box of the Supplier you wanted to pay, Click pay to process. End of Transactions.

14 Tick Apply

2014-12-11T13:31:52Z

BethD: Created page with "Why do we tick apply instead of loading a total?"

Why do we tick apply instead of loading a total?

17 FX Payment

2014-12-11T13:27:39Z

BethD: Created page with "Can you process a payment in Foreign Currency? Yes"

Can you process a payment in Foreign Currency?

Yes

16 Why Gray

2014-12-11T13:23:05Z

BethD: Created page with "Why would transactions be gray in the Supplier Payment Form? Supplier Payment Form transactions were on color gray to refrain from editing."

Why would transactions be gray in the Supplier Payment Form?

Supplier Payment Form transactions were on color gray to refrain from editing.

10 Ctrl, Shift, N

2014-12-11T13:19:13Z

BethD: Created page with "What does this filter do?"

What does this filter do?

15 Partial Payment

2014-12-11T13:16:25Z

BethD: Created page with "How do you process a partial payment of a Purchase Order/Bill? Select Payment Module, Select Supplier Payment Button, Fill in Supplier, Fill in Foreign Currency, Fill in Pay..."

How do you process a partial payment of a Purchase Order/Bill?

Select Payment Module, Select Supplier Payment Button, Fill in Supplier, Fill in Foreign Currency, Fill in Payment Date, fill in Payment Method, Fill in Chq/Ref No, Tick Apply box and on write partial payment amount, Outstanding Amount will show and the balance amount on Applied Box will display, Fill in Note of transaction, Hit Save to finish transaction.

20 Entire Process

2014-12-11T12:43:08Z

BethD: Created page with "Do you understand the entire process from entering a PO/Bill through to payment? Yes, Creating PO as follows, Select Purchase Module, Select Purchase Order Button, Browse or..."

Do you understand the entire process from entering a PO/Bill through to payment?

Yes, Creating PO as follows, Select Purchase Module, Select Purchase Order Button, Browse or Enter Supplier Name, Enter Supplier Address if different from Default, Fill in Purchase Order Number , Fill in Ship Address , Fill in ETA Date, Select Employee, Select Terms, Browse or Enter Product Name, Select Unit of Measure, Fill in the ordered quantity, Ordered Quantity will go back to order, Fill in Description, Fill in cost per item, Select Tax code, Fill in Tax Amount, Fill in Comments, Fill in comments, Click Save to finish transaction.

26 Supplier Statement

2014-12-11T12:36:00Z

BethD: Created page with "Can you print a Supplier Statement? Yes, Select Payment Module, Select Print Recipient Created Statements Button, Choose Date Range From and To, Tick Choose Template (require..."

Can you print a Supplier Statement?

Yes, Select Payment Module, Select Print Recipient Created Statements Button, Choose Date Range From and To, Tick Choose Template (required) You may Search on the Search box Supplier Name, Click Add to Filter, You may even select All, You may now preview your Supplier Statement and Print. End of Transaction.

23 Bulk Payments

2014-12-11T12:29:38Z

BethD: Created page with "Do you understand how to process "Bulk Payments? Select Payments Module, Select Bulk Pay Supplier Button, Tick All to view all departments Transaction, Tick Ignore date range..."

Do you understand how to process "Bulk Payments?

Select Payments Module, Select Bulk Pay Supplier Button, Tick All to view all departments Transaction, Tick Ignore date range to view all transactions respective dates, Select Basis of suggestion or choose manual, Tick pay to whom payments need to apply, Double click total amount to pay to view the amount of the selected suppliers, Running Balance should be zero, Select payment method, Tick Add to EFT (not mandatory), Select Account, Click Pay to process and finish transaction.

22 Pre Payments List

2014-12-11T12:23:16Z

BethD: Created page with "Can you open the pre-payments list? Yes, Select Payment Modules, Select Supplier prepayment list button, double click and you can now browse the Supplier prepayment."

Can you open the pre-payments list?

Yes, Select Payment Modules, Select Supplier prepayment list button, double click and you can now browse the Supplier prepayment.

19 Delete a Payment

2014-12-11T12:19:31Z

BethD: Created page with "Can you find a payment and delete it? Yes, Go to Payment Module, Click on Customer Payment List, Double click on customer, on the customer payment card tick Deleted box and..."

Can you find a payment and delete it?

Yes, Go to Payment Module, Click on Customer Payment List, Double click on customer, on the customer payment card tick Deleted box and Hit Save to finish transaction.

24 Defining EFT

2014-12-11T12:15:06Z

BethD: Created page with "How do you make the payment appear in the EFT form? EFT or Electronic Banking define as Pay suppliers directly using Electronic Funds transfer. Transfer the funds directly i..."

How do you make the payment appear in the EFT form?

EFT or Electronic Banking define as Pay suppliers directly using Electronic Funds transfer. Transfer the funds directly into the bank account of any supplier with the click of a button from your PC. Select Banking Module, Select EFT button, Fill in Account name, Fill in Bank Name, Fill in Processing Date, Fill in Transaction Description, Fill in Account Name, Fill in BSB, Fill in Account No, Fill in Transaction Code, Lodgement References, Fill in Amount, Fill in From Account no Tick Apply box, Click Export, Create file name and print EFT form.

21 Pre Payments

2014-12-11T12:04:24Z

BethD: Created page with "When would you use a pre-payment? Pre-payments make or receive deposits on goods before any form of invoice has been received. You can apply these prepayments to an invoice..."

When would you use a pre-payment?

Pre-payments make or receive deposits on goods before any form of invoice has been received. You can apply these prepayments to an invoice once entered.

4 Batch Update

2014-12-11T11:58:09Z

BethD: Created page with "Why should you run an Update Batch before launching the AP Report? To ensure that all information was loaded into the report, Also to have a real time reporting."

Why should you run an Update Batch before launching the AP Report?

To ensure that all information was loaded into the report, Also to have a real time reporting.

3 EFT

2014-12-11T07:20:19Z

BethD: Created page with "Do you want all Supplier Payments to automatically load for EFT?"

Do you want all Supplier Payments to automatically load for EFT?

11 Calendar Ageing

2014-12-11T06:14:20Z

BethD: Created page with "How does this change the report view and why is this commonly used?"

How does this change the report view and why is this commonly used?

9 Zoom In

2014-12-10T13:59:17Z

BethD: Replaced content with "Can you drill into transactions? Yes, The ability to drill down to view each transaction, all the way down to the original transaction, within ERP Reports is a valuable t..."

Can you drill into transactions?

Yes, The ability to drill down to view each transaction, all the way down to the original transaction, within ERP Reports is a valuable tool. The time saved in identifying what an amount in one of your key reports is made up of is invaluable to any growing, efficiency-conscious business.

8 Summary vs Extra Details

2014-12-10T13:55:40Z

BethD:

Can you view the report in these different modes?

Yes, First Summary, displays outstanding Balances Details (by Transaction type)
Extra Details displays Outstanding Balances by Invoice, including all information regarding the transaction such as Invoice numbers etc. In extra details you may also 'drill down' to view the source transactions.

6 Batch Update

2014-12-10T13:50:49Z

BethD:

Why should you run an Update Batch before launching the AR Report?

We should run a Batch update to ensure that all information was loaded to the Report.

22 Surcharge

2014-12-10T13:40:01Z

BethD: Created page with "Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment? Select Payment Module, Select Customer Payment, Fill in Customer, Payment Date, Fill in Pa..."

Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?

Select Payment Module, Select Customer Payment, Fill in Customer, Payment Date, Fill in Payment Method (Credit Card/Mastercard/Bancard et, Fill in Reference No, Go to Apply Column and Tick on Apply, Select Surcharge Button, Payment Surchage card will appear, Enter the percentage surchage to use for designated credit card (3.5)% Hit Save, Amount will automatically calculate or add up the surchage fee from the credit cards. Tick apply, Fill in Notes and Save to finish transaction.

35 Set Default

2014-12-10T13:28:05Z

BethD: Created page with "How do you select a default statement template? Select General Module, Select Templates Button, tick on Default Column on your choose Template name. You may choose as many..."

How do you select a default statement template?

Select General Module, Select Templates Button, tick on Default Column on your choose Template name. You may choose as many as you want. Click Save and Close.

33 Statement Templates

2014-12-10T13:13:12Z

BethD: Created page with "Where can you find all the available templates? To find where the templates are, Select on Top Windows Menu Reports, Click on Templates you can find all the available templat..."

Where can you find all the available templates?

To find where the templates are, Select on Top Windows Menu Reports, Click on Templates you can find all the available templates, Fill in required Template name on Search Tab, Double click and it you can now start designing your own template.

32 Statement Grouping

2014-12-10T13:03:41Z

BethD: Created page with "Why would you group jobs on statements? If you Group Jobs it will only show on 1 statement. Select Payment Modules, Print Statements Button, Press Options, Tick Group Jobs wi..."

Why would you group jobs on statements?

If you Group Jobs it will only show on 1 statement. Select Payment Modules, Print Statements Button, Press Options, Tick Group Jobs with Customer, and Close to finish transactions.

31 Options In the statement screen

2014-12-10T12:42:45Z

BethD: Created page with "In the statement screen, Where are your options? Select Payments Module, Select Statement List Button , Select Date or Ignore Date Range, Hit Refresh, You got an option to v..."

In the statement screen, Where are your options?

Select Payments Module, Select Statement List Button , Select Date or Ignore Date Range, Hit Refresh, You got an option to view your Statement List by Chart or by Data simply drag the arrow and select to your choosen option. Close to end transaction.

29 Receive Bulk Payments

2014-12-10T12:32:29Z

BethD: Created page with "Do you understand how to process "Bulk Payments"? Bulk payment define as multiple payments at one time. Go to Main Menu, Select Payments Module, Select Received Bulk Paymen..."

Do you understand how to process "Bulk Payments"?

Bulk payment define as multiple payments at one time. Go to Main Menu, Select Payments Module, Select Received Bulk Payments, Select date or ignore date range, Tick All for All Department, Fill in Total Amount Received, Fill in Basis of Suggestion, Fill in Receive Payment Method, Receive Payment Department, Fill in Payment Date, Go to Rcpt column, Tick the payment transaction received and press Apply button. Tick Print Receipts (various options you can choose) such as Print Cheques, Print the Screen, Email and press Print and Close to end transaction.

28 Delete a Payment

2014-12-10T12:19:55Z

BethD: Created page with "Can you delete a customer payment? Customer payment can be deleted. Select Payments Modules, Select Customer Payment List Button, Select the Customer Name, Double Click to o..."

Can you delete a customer payment?

Customer payment can be deleted. Select Payments Modules, Select Customer Payment List Button, Select the Customer Name, Double Click to open the Customer payment card, Tick the Deleted box on the right side of the card, Press Save to finish transaction and Hit Refresh.

27 Double Click Lines

2014-12-10T12:15:22Z

BethD: Created page with "Can you drill into any payment from the list? Select Payment Module, Select Customer Payment List, Select Date Range, You may double click certain payment and you may view th..."

Can you drill into any payment from the list?

Select Payment Module, Select Customer Payment List, Select Date Range, You may double click certain payment and you may view the transaction payment done on Customer. Can Export list from the Excel, Can Print Customer Receipt and Email customer receipt too.

26 Payment List

2014-12-10T12:09:26Z

BethD: Created page with "Can you open the Payment List? Payment List can be open by Selecting Payments Module, Select Customer Payment List, Choose Date Range (From & To), On Search Column you can ch..."

Can you open the Payment List?

Payment List can be open by Selecting Payments Module, Select Customer Payment List, Choose Date Range (From & To), On Search Column you can choose to select Customer Name, Receipt No, Payment Method, etc. You can also Search by using F5 (Full details),F6 (Starts with) & F7 (Like), You can also choose to view only Customer Payments by dragging the mouse on the designated circles you wish to view. Also Customer Payment List was customisable by ticking and unticking the box. You may also double click on the columns the you wish to change label and Press OK to finish the transaction.

24 Payment from an Invoice

2014-12-10T11:57:07Z

BethD: Created page with "How do you pay directly from an Invoice? We can directly pay from an Invoice by Selecting Sales Module, Select Invoice List Button, Double click the customer you may wish to..."

How do you pay directly from an Invoice?

We can directly pay from an Invoice by Selecting Sales Module, Select Invoice List Button, Double click the customer you may wish to set payment transaction, From the Invoice press Payments Button, Fill in Payment Date, Fill in Payment Method, Fill in Reference No, Tick on the Apply Column the Invoice you wish to pay, Fill in Notes, Save to finish transaction.

23 Undeposited Funds

2014-12-10T11:48:13Z

BethD: Created page with "Why is this account normally used and where would you find the "To Be Deposited" list? "To Be Deposited" is the payment made by the customers from the Account name Undeposite..."

Why is this account normally used and where would you find the "To Be Deposited" list?

"To Be Deposited" is the payment made by the customers from the Account name Undeposited Funds. You may usually find it in Banking Modules, Select To Be Deposited button, Double click and choose Account and you may choose the Date, Department and you may tick All Departments, or certain Department you wish to deposit, You can now tick the transactions you may wish to deposit on the last deposited column/table and Save to finish transactions.

21 Payment Discount

2014-12-10T11:35:49Z

BethD: Created page with "How do you apply a discount to an invoice from the payment form? First you need to Go to Main Screen, Select Sales, Select Invoice List, Fill in Customer Name, Fill in Depar..."

How do you apply a discount to an invoice from the payment form?

First you need to Go to Main Screen, Select Sales, Select Invoice List, Fill in Customer Name, Fill in Department, fill in Currency Code, Fill in Date, Fill Rep Name, Fill in Terms and Due Date, Fill in Product name, Units, Ordered, Shipped Description and Price on next line Drop down Discount, Fill in Units, Ordered, Shipped, Fill in Discount description, Fill in Price of discount with negative sign (-)and Save, Now Press Payments Button, Double check on the Foreign Currency, Fill in Payment Date, Payment Method, Reference No. and tick Apply on designated Invoice you like to pay. Fill in Notes on said payment at the end of the message, press tab for the date and time of transaction, Hit Save to finish transaction.

20 OverPaying an Invoice

2014-12-10T11:04:58Z

BethD: Created page with "How do you pay more against an Invoice?"

How do you pay more against an Invoice?

19 Refund Payments

2014-12-10T10:51:16Z

BethD: Created page with "How do you apply a Refund to an Invoice? Select Payments Module, Select Customer Paymen button, Drop down Customer and automatically all the Invoices of the customer will be..."

How do you apply a Refund to an Invoice?

Select Payments Module, Select Customer Paymen button, Drop down Customer and automatically all the Invoices of the customer will be on your customer payment card, tick on apply column fill in amount of refund and Save to finish transaction. You will see that Refund type will be included in the customer payment card and the outstanding amount was also being stated.

11 Customer Payments

2014-12-10T09:19:16Z

BethD:

<menu align="center" name="myMenu">
Answers=
[[1 Preferences]]
[[2 Payment Accounts]]
[[3 Statement Messages]]
[[4 Grouping]]
[[5 A/R Grouping]]
[[6 Batch Update]]
[[7 A/R Report]]
[[8 Summary vs Extra Details]]
[[9 Zoom In]]
[[10 Age by Transaction Date]]
[[11 Calendar Ageing]]
[[12 Notes for A/R]]
[[13 AR To Do's]]
[[14 Reminders]]
[[15 AR Notes Report]]
[[16 Customer Payments]]
[[17 Applying Payments]]
[[18 Part Payments]]
[[19 Refund Payments]]
[[20 OverPaying an Invoice]]
[[21 Payment Discount]]
[[22 Surcharge]]
[[23 Undeposited Funds]]
[[24 Payment from an Invoice]]
[[25 Prepayment]]
[[26 Payment List]]
[[27 Double Click Lines]]
[[28 Delete a Payment]]
[[29 Receive Bulk Payments]]
[[30 Statements]]
[[31 Options In the statement screen]]
[[32 Statement Grouping]]
[[33 Statement Templates]]
[[34 Customising Templates]]
[[35 Set Default]]

</menu>

== Overview ==

Customer Payments Training

<br>

<br> Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Preferences - Do you know where to set the Payment preferences?

2. [ ] Payment Accounts - Why are these typically set as the current defaults?

3. [ ] Statement Messages - Can you add your own messages for 30, 60, 90 days overdue?

4. [ ] Grouping - Why would you group payments from POS?

5. [ ] AR Grouping - Why would you group payments from Customers/Jobs?

6. [ ] Batch Update - Why should you run an Update Batch before launching the AR Report?

7. [ ] AR Report - Can you open the Accounts Recievable report?

8. [ ] Summary vs Extra Details - Can you view the report in these different modes?

9. [ ] Zoom In - Can you drill into the transactions?

10. [ ] Age By Transaction Date - How does this differ from the standard "ageing based on due date" view?

11.[ ] Calender Ageing - How does this change the report view and why is this commonly used?

12.[ ] AR Notes - Can you make notes against a transaction in the AR Report?

13.[ ] AR To Do's - Can you make a "To Do" from the notes?

14.[ ] Reminders - Can you see that "To Do" in your reminders?

15.[ ] AR Notes Report - Can you open the Accounts Receivable Notes Report?

16.[ ] Customer Payments - Do you know how to open the Customer Payment form?

17.[ ] Applying Payments - Can you process a Customer Payment?

18.[ ] Part Payments - Do you understand how to adjust the payment amount within the payment window?

19.[ ] Refund Payments - How do you apply a Refund to an Invoice?

20.[ ] Over Paying an Invoice - How do you pay more against an Invoice?

21.[ ] Payment Discount - How do you apply a discount to an invoice from the payment form?

22.[ ] Surcharge - Do you know how to apply a Surcharge/Credit Card Transaction fee against a payment?

23.[ ] Undeposited Funds - Why is this account normally used and where would you find the "To Be Deposited" list?

24.[ ] Payment from an Invoice - How do you pay directly from an Invoice?

25.[ ] Prepayments - Do you know what a Customer Prepayment is and how to apply one?

26.[ ] Payment List - Can you open the Payment list?

27.[ ] Double Click Lines - Can you drill into any payment from the list?

28.[ ] Delete a Payment - Can you delete a customer payment?

29.[ ] Receive Bulk Payments - Do you understand how to process "Bulk Payments"?

30.[ ] Statements - Can you Print a Statement?

31.[ ] Options In the statement screen - Where are your options?

32.[ ] Statement Grouping - Why would you group jobs on statements?

33.[ ] Statement Templates - Where can you find all the available templates?

34.[ ] Customising Templates - Why should you only customise the "Header" data field of a Statement Template?

35.[ ] Set Default - How do you select a default statement template?

Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

15 AR Notes Report

2014-12-10T08:55:10Z

BethD: Created page with "Can you open the Accounts Receivable Notes Report?"

Can you open the Accounts Receivable Notes Report?

25 Prepayment

2014-12-10T08:41:32Z

BethD: Created page with "Do you know what a Customer Prepayment is and how to apply one? Customer Prepayment define as a client's arrangement to pay or payment beforehand or before due. In applying..."

Do you know what a Customer Prepayment is and how to apply one?

Customer Prepayment define as a client's arrangement to pay or payment beforehand or before due. In applying Prepayment only Select the Payment Modules, Select the Prepayment button browse or enter customer/client name, Search Customer, Double Click to select a customer, Select payment date, Select Foreign Currency Code (if required), Fill in Foreign Currency Rate (if required), Fill in Foreign Currency Amount, Select payment method, Select Department, Fill in Prepayment amount, Select Rep Name, Fill in Reference Number, Select Bank Account (if different from Default), Fill in Notes for Customer Prepayment, Click Save to complete transactions.

18 Part Payments

2014-12-10T08:11:31Z

BethD: Created page with "Do you understand how to adjust the payment amount within the payment window? You can adjust the payment amount within the payment window by Selecting Payments Module Select..."

Do you understand how to adjust the payment amount within the payment window?

You can adjust the payment amount within the payment window by Selecting Payments Module Select Customer PRepayment Button, Browse or Enter Customer name, Search Customer, Double click to select a customer, Select Payment Date, Select Foreign Currency Code (if required), Enter Foreign Currency Rate (if required) Enter foreign current amount, Select payment method, select department, enter prepayment amount in local currency, select rep name, enter ref number, select bank account, enter notes for customer prepayment click save to complete transaction.

30 Statements

2014-12-10T08:03:53Z

BethD:

Can you print a Statement?

Yes, You need to Go to Main Screen, Select Payment Modules, Select Print Statements Button, Tick All to Select all departments, Select Date From and Date To, Select a Customer Name you may Hold Ctrl to Select Multiple Customers). Select Preview to view the Statement, Select Print to print the statement, Select Fax to fax the statement, Select email to email the statement, you may also auto send to email statement to customers automatically and click close to end transactions.

30 Statements

2014-12-10T04:53:36Z

BethD: Created page with "Can you print a Statement?"

Can you print a Statement?

17 Applying Payments

2014-12-10T04:48:57Z

BethD: Created page with "Can you process a Customer Payment? In Processing a Customer Payment, you may go to Main Screen and Select Payment Modules, Click on Customer Payment button, Fill in Customer..."

Can you process a Customer Payment?

In Processing a Customer Payment, you may go to Main Screen and Select Payment Modules, Click on Customer Payment button, Fill in Customer/Job, Tab on Foreign Currency and select Foreign Currency used on the Invoice, Fill in payment amount, Fill in payment date, Fill in payment method, Fill in reference number, Choose Department and Bank Account, Go to Apply column and tick Invoice of the customer wish to pay, Fill in Notes and save to finish transaction.

16 Customer Payments

2014-12-10T04:37:18Z

BethD: Created page with "Do you know how to open the Customer Payment form? You may open Customer Payment form by Going to the Main Screen, Select Payment Module and you may choose Customer Payment b..."

Do you know how to open the Customer Payment form?

You may open Customer Payment form by Going to the Main Screen, Select Payment Module and you may choose Customer Payment button or Open Customer Payment List, Press New and you can now view Customer Payment Form.

13 AR To Do's

2014-12-10T04:31:37Z

BethD: Created page with "Can you make a "To Do" from the notes? Note in Customer payment were only intended for any messages pertaining to customer. Notes will appear to the Customer Receipt. Exa..."

Can you make a "To Do" from the notes?

Note in Customer payment were only intended for any messages pertaining to customer. Notes will appear to the Customer Receipt.

Example : Thank you for your business.