- The 'FINALISE'' Button works the same way in every module.
- Once a transaction has been entered you need to click on the 'Finalise' button to complete and post the transaction
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- Finalising a transactions
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- will finalise the transaction, create an open item and post it to the General Ledger.
- The Finalise button is available in all modules where transactions are being entered and need to ONLY be FINALISED no Shipment or Invoicing Required.
Example of using the Finalise Button.
- Click on Relationships
- Click on Payments
- Click on New
- Leave the date or overwrite the date. For Customer Payments ensure that the date is the date on the Bank Statement or the date you received it.
- Select a Customer Card Id
- Enter the Value of the Payment received
- Select the correct Tender Method
- Enter a Description
- Click on Finalise.
- Clicking On Finalise for a Payment will only Finalise the Payment. You will need to Allocate this payment later on.