...
Button | Description |
|---|---|
Pay | Generates and allocates a new customer payment for the selected open item(s). The amount in parentheses shows the balance of the selection. Highlight the open items you want to pay, then click Pay to generate and automatically allocate a new customer payment. Options:
|
Allocate | Generates an allocation for the selected open item(s). Highlight the open items you want to allocate, then click Allocate to generate an allocation. |
Group filter | This allows you to group the open items in the list. |
View filter | This allows you to view only unallocated open items, or all open items. |
| Show in Report | |
| Show Source In Report | Options:
|
| Source Record | This takes you to the transaction selected e.g.: |
Show Details | Opens the selected open item in a new tab. |
...
Field | Description |
|---|---|
Date | The date of the invoice. |
Transaction Number | The transaction number of the invoice. |
Customer Order | The customer order number for the invoice. |
Cost Ex Tax Invoiced | The total cost invoiced to the customer, excluding tax. |
Value Ex Tax Invoiced | The value of goods invoiced to the customer, excluding tax. |
Tax Value Invoiced | The amount of tax invoiced to the customer. |
Value Inc Tax Invoiced | The value of goods invoiced to the customer, including tax. |
Charge To | The card to which the invoice is charged. This is taken from the Charge To field on the General tab. |
Messages Tab
The message tab on cards displays the ability to view phone call(In/Out) message logs and record notes against a message log line
| Expand |
|---|
|
Loyalty tab
The Loyalty tab on the Status tab of the Customer Detail window contains information about the customer's loyalty points balance.
| Expand | ||
|---|---|---|
| ||
|
Fields
Field | Description |
|---|---|
Gained | This shows the total number of loyalty points the card has gained, including points that have been redeemed. |
Redeemed | This shows the number of loyalty points the card has redeemed. |
Balance | This shows the card’s current loyalty point balance. |
...