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Assumed Knowledge

Before you attempt the customer payments Customer Payments training guide, you must complete:

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The skills covered by the training guide segments listed above are taken as assumed knowledge.  Do not proceed with this segment of the training guide until you have reviewed the training guide segments listed above and successfully completed the skills test at the end of those earlier training guide segments.  You can't successfully complete this segment of the training guide without the skills covered in those earlier segments.  There are no effective short-cuts!  Don't sell yourself short by skipping those essential skills.

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Watch those training videos on customer paymentsCustomer Payments:

(Before using any videos, don't get stuck with viewing a tiny image, see How To Play Videos )

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urlhttps://www.youtube.com/watch?v=DK8aMC5peug&feature=youtu.be

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Entering one payment and allocating one payment against multiple cards setup

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Entering One Customer Payment and Allocating one payment against multiple cards setup
Entering One Customer Payment and Allocating one payment against multiple cards setup

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Sending customer statements using an email batch via Email and/or SMS
Sending customer statements using an email batch via Email and/or SMS
 

Learn more  

Refer to the "Email Batches" section of the Readysell User's Guide to learn more

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  • Entering a new customer payment 
  • Entering and allocating a Customer Payment through Cards with 'Pay' button
  • Entering a new customer payment through cards manually
  • Manually invoicing one or more finalised finalized sale shipments  
  • Sending customer statements using an email batch
  • Creating a new customer
  • Creating a new supplier
  • Creating a new manufacturer 

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