AR Transaction

Menu Path: Customer > Tasks > AR Transaction

• 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 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

• Click Settle → to proceed to Settle Outstanding Payment /Document / Deposit
• Click Create Credit Memo → to proceed to Customer Credit Memo 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