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- Click 'Settle' to Settle Outstanding Payment /Document / Deposit or 'Edit' to Edit Customer Account.
- Click Invoice / Credit Memo number on the left side to view the invoice and credit memo respectively.
- Also, click 'Contra' to advance to Credit Memo, to obtain the credit memo details and contra certain amount for specific invoices.
- Can export to excel, CSV by clicking at the right upper corner.
- The generated report can be printed out in two different format :
1) Printable page (subtotal of each document is displayed)
2) Printable Page 2 (only show one line horizontal, easy to export data to excel format)
Related Settings
- The grey area at the top part shows the amount of money outstanding at the credit period. For example (refer to the red highlighted area at the top), there is RM 70 4,270 from customers which are outstanding from 61 0 to 90 30 days. Users can change the days to months and set the period range at Customer Statement Configurations.
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