Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 6 Current »

Menu Path: Customer > Tasks > Open Deposit Settlement

This function allows user to make use of an open credit receipt (deposit) to settle any outstanding documents (invoices and debit notes). 


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

  • 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:

  • Click Open Credit Receipt Number to generate the Deposit Listing 

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

.

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

Found 5 search result(s) for deposit.

Page: Upload Deposit (Wavelet Management Suite)
2017-Nov-23
Page: Deposit from Customer (Wavelet Management Suite)
2017-Jan-26
Page: Open Deposit Settlement (Wavelet Management Suite)
2019-Mar-09
Page: Refund customer's deposit in cash (Wavelet Management Suite)
2021-Jun-02
Page: GST on deposit (Wavelet Management Suite)
2016-Jun-10


  • No labels

Private & Confidential