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Customer Payments & Reciepts

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THE BOSS

Joined: 01-Jan-2006
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    Posted: 25-Dec-2006 at 14:54

1.      Once an invoice is completed on an account customer, an entry has been placed into the Receipts screen

2.      From Receipts screen before loading customer F4 enables search by Invoice Amount or Invoice Number

3.      F3 Shows a list of 7 different Search Criteria, This layout can be changed to suit the user and stored. From this screen Customer can be added on the fly

4.      By loading the customer first the F4 searches by Invoice Number

5.      F2 all invoices F2 again unpaid Only view.

6.      F6 To place an invoice in Dispute by typing in the Number of the invoice and F6 again to take an invoice off dispute.

7.      A disputed invoice cannot be paid until it is taken off dispute.

8.      Click Prepay to receipt money previous to an invoice being raised. Else over pay a current invoice and take the overpaid amount up later.

9.      To reverse a payment simply type the negative amount in the Amount box and un apply to amount wrongly paid. F2 to view paid before.

10.  To apply a discount.  Enter into Amount Box exact amount of payment. The Discount should be the difference between the payment amount and the invoice amount.

11.  Select Yes to produce a credit note and now you have the correct amount to apply. Now take up the credit Note just produced and pay the invoice in total.



Edited by peach - 25-Dec-2006 at 14:56
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