Customer

This session includes all the module under Customer:

1. Tasks

a. Settle Document / Create Deposit
b. Multi AR Document Settlement
c. Open Deposit Settlement
d. Monitor Outstanding Document
e. AR Transaction
f. Billing Statement
g. Statement of Account
h. Batch Printing of Billing Statement
i. Batch Printing of Statement of Account
j. Batch Printing of Statement of Account (Revamped)
k. Multi AR Statement Of Account
l. Upload Settlement

2. Credit Memo

• • Create
  • Edit
  • Reverse
  • Credit Memo Contra
  • Credit Memo Uncontra
  • Customer Credit Memo Listing
  • Rebate
  • Upload Customer Credit Memo

3. Maintenance

• • Create Account
  • Edit Account
  • View Account
  • Merge Accounts
  • Opening Balance
  • Upload Customer List
  • Upload Contact Person

4. Bank In Slip

• • Create Slip
  • BIS Listing

5. Query / Reports

• • Search Customer
  • Search Contact Person
  • Detailed Transaction Records By Customer
  • Historical AR Balance
  • Official Receipt Listing
  • Official Receipt By Credit Card
  • Customer Listing
  • Invoice with Settlement Details
  • Settlement with Invoice Details

6. Billing Note

• • Billing Note Create
  • Edit
  • Listing

7. Membership Program

• • Member Card
    • iCreate
    • Edit
    • Renew
    • Replace
    • Search
    • Listing by Salesman
    • Membership Import
    • Export
  • Membership Points
    • Adjustment
    • Rewards and Redemptions Transaction Report
    • Points Summary by Item Code
    • Points Summary by Member Card
    • Membership Statement
    • Membership Tracking Report
  • Membership Campaign
    • Rewards
    • Redemptions
    • Campaign Listing

*This page is under construction.