Path: Customer > Tasks > AR Transaction
This function consolidates Account Receivable Transactions of a customer or customers from all companies, branches into report.
Tips
- Click 'Settle' to Settle Outstanding Payment /Document / Deposit.
- Click Invoice number on the left side to view the invoice.
- Also, click 'Create Credit Memo' to advance to Credit Memo.
Related Settings:
- To set permissions for a specific user to view the Branch(es) using AR Tansaction please go to:-
System Admin > Role Permissions > Customer > AR Transaction - Select a user from the list, click the report, tick the Branch(es) and then, click 'Submit'.