Difference between revisions of "Customer Payment List"
From TrueERP wiki
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[[Unpaid Bills]] | [[Unpaid Bills]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| − | The Customer Payments list displays the list of customer payments entering via the Customer Payment button. | + | 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. |
| − | 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: | Ways Lists in ERP can be Manipulated: | ||
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*[[Export Data]] | *[[Export Data]] | ||
| − | '''Viewing the Customer Payments''' | + | '''Viewing the [[Customer Payments]]''' |
| − | From The Main Switch | + | From The Main Switch |
| − | *Select the PAYMENTS Tab | + | *Select the PAYMENTS Tab |
| − | *Select the CUSTOMER PAYMENT LIST | + | *Select the [[CUSTOMER PAYMENT LIST]] |
| − | The Customer Payment list will open. | + | The [[Customer Payment list]] will open. |
| − | *Select a From and To date range, to view transactions within a particular period | + | *Select a From and To date range, to view transactions within a particular period |
| − | *Select Search Column to use the search by method | + | *Select Search Column to use the search by method |
*Enter any search by Text in Search Text | *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. | + | By double clicking (Drilling Down) on a transaction it will allow the user to view the details of the Customer Payment. |
| + | <br> | ||
| − | *Select Customise to further define fields viewed | + | *Select Customise to further define fields viewed |
| − | *Select Export to copy data to another source | + | *Select Export to copy data to another source |
| − | *Select New to open a new Customer Payment | + | *Select New to open a new Customer Payment |
*Select Print to print details shown | *Select Print to print details shown | ||
The Customer Payments can also be viewed in the 'Customer Card' under the 'History' tab. | The Customer Payments can also be viewed in the 'Customer Card' under the 'History' tab. | ||
Latest revision as of 12:44, 9 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.
