How to create an account payment report

We have had some feedback about when making account payments, not being able to provide a receipt for the customer, below is the process that you would all know how to do,  but take note of steps 8 & 9, this is when you will get your report, and can then print it. If you have any issues please log a ticket

• Related Articles

• 13 Other Functions Including - Petty Cash - Petty Cash Expense - Reprint - Check last Eftpos Trans - Account Status - Account Payment - Invoice Payment.

  Other Functions The Other Functions button opens a new layer of buttons giving the user a selection of options to carry out a particular function, button selection includes, No Sale, Petty Cash, Petty Cash Expense, Reprint, Check last Eftpos Trans, ...

• Account Payment in Point of Sale

  Account Payment Scenario: A Trade customer has made a payment. Process the payment in Point of Sale. Step 1 Login and navigate to the Point-of-sale homepage. Result: Point of Sale Homepage is displayed. Note: This process uses the function buttons at ...

• Accounts Payable - EFT Payment Runs & Batches

  AP – Creating an EFT Payment Run or Batch To do an EFT Payment Run/Batch go to Selective Invoice Payment (AP T003).  Or find it by going Accounts Payable – Cheque Maintenance/Print – Selective Invoice Payment Screen below will appear. Change the Pay ...

• Accounts Payable - Cancelling a Payment

  AP – Cancelling a Payment To cancel a payment, you will need to go to Cancel Payment (AP T038). Or find it by going Accounts Payable – Cheque Maintenance/Print – Cancel Payment Once selected the first thing that pops up is the transaction entry pop ...

• How to charge to, and take payment against a COD customer

  1. A COD customer can have an amount charged to an account if a Credit Limit Override is setup through Accounts Receivable - AR M001. Otherwise, the account cannot be charged if the Credit Limit Override isn’t setup. 2. To take a payment against, the ...