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Overview of Customer Transactions

Connor
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The Customer Transactions screen allows you to pay off your invoices and issue any credit notes that need to be issued to your account customers.

customer_transactions_screen.png

To access this screen:

  1. Click on the Job Processor dropdown menu.

    job_processor_menu_item.png

Filtering

To filter the transactions table:

  1. Configure your filter panel options on the right-hand side.

    customer_transactions_filter_panel.png
  2. Then click Search.

The transactions table will then be populated based on your filter criteria. 

customer_transactions_table_populated.png

Actions

customer_transactions_actions.png

The following actions can be used:

  • Issue Credit Note: Click to create a full or partial credit note for a customer invoice. 
  • Credit: Click to credit a customer if there was an issue with the invoice amount.
  • Debit: Click to increase the amount owed on an invoice. 
  • Pay Invoice: Click to pay off an invoice.
  • Sage Export: Click to create a Sage export of the invoice.
  • Download: Click to download an invoice statement.
  • View Payment Transactions: Click to view any payment transactions that have been made.

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