Splitting Payment Types

Splitting payments from one customer across multiple invoices.Making balancing the books must easier and posting payments on the customers account.

Splitting Payments

 Making payments to a customer has never been easier,you can select the invoice which to allocate the payment to,the amount and the date the payment was made,the type of payment (Cash,Money Order,Bank deposit etc).


 You can view your Customer History straight from the payments window.Ensure you allocated the amounts to the right invoices etc.

Customer History - Splitting Payments

Outline
 
Within the sell screen, you will see your quick keys to the left of the screen. You can switch between different transaction types. Check System levels on different stock items.


Detail
 
Create new transcations like quotes,sales orders,purchase orders all from one Sell Screen.Transcations can be linked to one another using our document linking feature.

Within the sell screen, you will see your quick keys to the left of the screen. You can switch between different transaction types.
How to Sell

a) Add your Customer Details by clicking on "Add Customer" - Customer Name and Numbers
b) Create your item by clicking on the "Add item button".Add Price and Description
c) Select your Items from the invoice Grid below
d) Input the Quantity of the items you would like to invoice out.
e) Save and Print

Engaging with customers with the maximum amount of information possible is important to ensure satisfaction. The extent to which customers are happy with the products and services provided by a business is the difference between good and great vendors.

Outstanding customer service is most likely to be generate loyalty and repeat orders will follow. Our system provides an advanced customer navigator giving you quick access to customer information, histories and incidents amongst other data.

• Control customers via groups and categories
• Easily allocate them to specific locations and warehouses

• Customers can be managed using linked accounts
• Credit limits can be set per account
• Language and multi-currency settings allow you to transact with customers in their home locale
• Communication and various other options can be set and extended for external applications

• Easily answer questions or audit an account quickly all from one place
• Other tasks like invoicing, incident logging are all grouped for quick access
• For instance you may want to quickly receive payments if needed
• Or log communication with the customer

• Summarized view with related options
• Features  are grouped or quick linked for faster access
• This lets you avoid having to learn or browse through to different modules to perform similar or related customer tasks.

• Accessing transaction histories for customers is as easy as selecting a customer
• Or simply reprint statements and other transactions

• Reprint customer invoices in one easy click.
• Export documents into various other formats.
• Or simply email the document to your customer, no email configuration required.