Customers

This guide walks through each screen in the Customers menu of the Accounting module: Invoices, Credit Notes, Receipts, Payments, Batch Payments, Follow-up Reports, Customers, Products.

Invoices

Where to find itAccounting → Customers → Accounting → Invoices

How to use Invoices

1
Open Invoices
In the Accounting module, open Customers in the green navigation bar, then choose Invoices under Accounting.
2
Review the list
The list shows these columns: INVOICE #, CUSTOMER, DATE, DUE DATE, AMOUNT, AMOUNT DUE, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: All Statuses, New Invoice, Import, Export, Send.

Full Invoices guide →

Credit Notes

Where to find itAccounting → Customers → Accounting → Credit Notes

How to use Credit Notes

1
Open Credit Notes
In the Accounting module, open Customers in the green navigation bar, then choose Credit Notes under Accounting.
2
Review the list
The list shows these columns: CREDIT NOTE #, CUSTOMER, ORIGINAL INVOICE, DATE, AMOUNT, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: All Statuses, New Credit Note, Export.

Full Credit Notes guide →

Receipts

Where to find itAccounting → Customers → Accounting → Receipts

How to use Receipts

1
Open Receipts
In the Accounting module, open Customers in the green navigation bar, then choose Receipts under Accounting.
2
Review the list
The list shows these columns: RECEIPT #, CUSTOMER, INVOICE REF, DATE, METHOD, AMOUNT, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: All Statuses, New Receipt, Export, Print.

Full Receipts guide →

Payments

Where to find itAccounting → Customers → Accounting → Payments

How to use Payments

1
Open Payments
In the Accounting module, open Customers in the green navigation bar, then choose Payments under Accounting.
2
Review the list
The list shows these columns: PAYMENT #, CUSTOMER, DATE, METHOD, MEMO, AMOUNT, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: All Statuses, All Methods, New Payment, Export.

Full Payments guide →

Batch Payments

Where to find itAccounting → Customers → Accounting → Batch Payments

How to use Batch Payments

1
Open Batch Payments
In the Accounting module, open Customers in the green navigation bar, then choose Batch Payments under Accounting.
2
Review the list
The list shows these columns: BATCH NAME, JOURNAL, DATE, # PAYMENTS, TOTAL, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: All Statuses, New Batch, Export, New Batch Payment.

Full Batch Payments guide →

Follow-up Reports

Where to find itAccounting → Customers → Collections → Follow-up Reports

How to use Follow-up Reports

1
Open Follow-up Reports
In the Accounting module, open Customers in the green navigation bar, then choose Follow-up Reports under Collections.
2
Review the list
The list shows these columns: CUSTOMER, CURRENT, 1–30 DAYS, 31–60 DAYS, 61–90 DAYS, 91–120 DAYS, OVER 120, TOTAL. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Standard View, Excel View, Export Excel, Export PDF, Print.

Full Follow-up Reports guide →

Customers

Where to find itAccounting → Customers → Master Data → Customers

How to use Customers

1
Open Customers
In the Accounting module, open Customers in the green navigation bar, then choose Customers under Master Data.
2
Review the list
The list shows these columns: CODE, CUSTOMER NAME, LEGAL NAME, TAX ID, CURRENCY, CREDIT LIMIT, ACTIVE. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: New Customer.

Full Customers guide →

Products

Where to find itAccounting → Customers → Master Data → Products

How to use Products

1
Open Products
In the Accounting module, open Customers in the green navigation bar, then choose Products under Master Data.
2
Review the list
The list shows these columns: CODE, PRODUCT NAME, CATEGORY, TYPE, UOM, BARCODE, ACTIVE, ACTIONS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: New Product.

Full Products guide →

Vendors