Page Comparison

Menu Path: Customer > Tasks > Open Deposit Settlement

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• If know the receipt number, key in the Credit Receipt Number and click submit.
• Open credit will be shown with red colour. The user can key in amount in the middle box and click 'Auto Settle'. The user also manually type the amount to each of the invoice. After done. click 'Confirm and Save'.

•  If don't know the receipt number, click the Open Credit Receipt Number for Open Credit Receipt Listing (Customer Deposit Listing)

• • 2.1) Select Branch
  • 2.2) Select Date range
  • 2.3) Generate Report Now

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Tips:

• Roll down the page, may find reports like below. Click Receipt number to get the RCT details.
• To get Invoice Outstanding, Click 'Outstanding Documents'. 
• Click the action 'Select' has the same effects with manually type the receipt number and 'submit'. 

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• Key in Receipt Number
• Select Date Range
• Click Submit

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• Click Auto Settle → system will auto settle with oldest transactions
• Key in payment under "This Payment" → for partial payment or Tick the tick box under "Actions" → for full payment
• Click Submit Settlement 
• Click Confirm and Save

Notes:

• Make sure permission is ALLOWED under Customer (Permission) - General Permission 
• Click Open Credit Receipt Number to generate the Deposit Listing → refer to Reports under Customer (Permission)

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• • Select Branch
  • Select Date range
  • Click Generate Report Now

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• Click Outstanding Documents → to get the Outstanding Document under  Monitor Outstanding Document
• Click Select → to settle the selected receipt number 

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