...
- 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.
Credit Terms refers to the terms indicate when the payment will be due from sales made on the account (or credit) based on customer.This is just used for a normal credit term and it calculates the number of days for the credit due.
Invoice terms refer to terms indicate when the payment will be due from sales made on the account (or credit) based on invoices. This can be used as a grace period controlling and some terms that count both on day and month and etc.
- Credit terms can be set according to various customer if the user has the permission. Click here to refer how to set credit terms.
- Can export the data to excel, CSV by clicking at the right upper corner.
...
- To set permissions for a specific user to view the Branch(es) using Monitor Outstanding Documents, please go to:-
System Admin > Role Permissions > Customer > Monitor Outstanding Documents - Select a user from the list, click the report, tick the Branch(es) and then, click 'Submit'.