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Difference between revisions of "Customer Payment List"

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