The 'FINALISE'
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Button works the same way in every module.
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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 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 then 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 Finalise the Payment. You May will need need to Allocate this payment later on.
- When you select to 'Finalise' you will have the Option to Just 'FINALISE' OR 'FINALISE AND PRINT REMITTANCE'.
If you select 'FINALISE AND PRINT REMITTANCE' you will be prompted to select a Printer.
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