Difference between revisions of "Customer Payment List"
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== Overview == | == Overview == | ||
| + | |||
| + | The Customer Payments list displays the list of customer payments entering via the Customer Payment button. | ||
| + | This list displays a cumulative balance showing Customer Name, Receipt Number, Payment Date, Opening Balance, | ||
| + | Payment Amount, Payment Method, Reference Number, Bank Account, Department, Noted and Deleted. | ||
| + | |||
| + | Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''Viewing the Customer Payments''' | ||
| + | |||
| + | From The Main Switch | ||
| + | |||
| + | *Select the PAYMENTS Tab | ||
| + | *Select the CUSTOMER PAYMENT LIST | ||
| + | |||
| + | The Customer Payment list will open. | ||
| + | |||
| + | *Select a From and To date range, to view transactions within a particular period | ||
| + | *Select Search Column to use the search by method | ||
| + | *Enter any search by Text in Search Text | ||
| + | |||
| + | By double clicking (Drilling Down) on a transaction it will allow the user to view the details of the Customer Payment. | ||
| + | |||
| + | |||
| + | *Select Customise to further define fields viewed | ||
| + | *Select Export to copy data to another source | ||
| + | *Select New to open a new Customer Payment | ||
| + | *Select Print to print details shown | ||
| + | |||
| + | The Customer Payments can also be viewed in the 'Customer Card' under the 'History' tab. | ||
Revision as of 14:44, 2 March 2011
Overview
The Customer Payments list displays the list of customer payments entering via the Customer Payment button. This list displays a cumulative balance showing Customer Name, Receipt Number, Payment Date, Opening Balance, Payment Amount, Payment Method, Reference Number, Bank Account, Department, Noted and Deleted.
Ways Lists in ERP can be Manipulated:
Viewing the Customer Payments
From The Main Switch
- Select the PAYMENTS Tab
- Select the CUSTOMER PAYMENT LIST
The Customer Payment list will open.
- Select a From and To date range, to view transactions within a particular period
- Select Search Column to use the search by method
- Enter any search by Text in Search Text
By double clicking (Drilling Down) on a transaction it will allow the user to view the details of the Customer Payment.
- Select Customise to further define fields viewed
- Select Export to copy data to another source
- Select New to open a new Customer Payment
- Select Print to print details shown
The Customer Payments can also be viewed in the 'Customer Card' under the 'History' tab.
