Menu Path: Customer > Tasks > AR Transaction
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This function consolidates Account Receivable Transactions of a customer or customers from all companies, branches into a single report. |
- Key in Specific Customer ID or click Select Customer for search function → Multiple selection are available on AP Transactions by enter the id and click enter
- Key in Customer ID Range → if want to filter by ID Range
- Select
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Tips
- Click 'Settle' Company
- Select Branch
- Select Date Range
- Select Order By → transaction or creation date
- Tick Options → by default will tick "Show Grand Total in Printable" and "Show Customer with Zero Opening and Closing Balance"
- Click Generate Reports
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- Click Settle → to proceed to Settle Outstanding Payment /Document / Deposit.
- Click Invoice number on the left side to view the invoice.Also, click 'Create Credit Memo' → to advance proceed to Customer Credit Memo.
Related Settings:
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- Create
- Click Printable Page → to print current columns or tables
- Click Printable Page with Company Header → to show the company details
- Click Export Excel or CSV → to export current columns or table
- Click on the Transactions at Source Column for pop up documents
Related Wiki Pages:
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