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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:
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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 options |
Statement View: This is to show the same open items that print on the customer statement. Being all outstanding open items and any credits/payments that are dated in the current month. | |
View filter | This allows you to view only unallocated open items, or all open items. | |
| Show in Report | ||
| Show Source In Report | Options:
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| Source Record | This takes you to the transaction selected e.g.: | |
Show Details | Opens the selected open item in a new tab. |
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The message tab on cards displays the ability to view phone call(In/Out) message logs and record notes against a message log line also meter count emails that where deployed for the card.
| Expand | ||
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Loyalty tab
The Loyalty tab on the Status tab of the Customer Detail window contains information about the customer's loyalty points balance.
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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. |
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