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| Inquiry Cash Receipts (CSR Menu) |
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| Purpose: Inquiry Cash Receipts
and Credit Memo's for any given customer billing account. This also allows
user to view payment distributions for any transaction. This will list all
payment type transactions for this customer. |
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| Access Menu: (start form
Main Menu Screen) |
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Note: Only accounts with payment or
credit memo records will be listed. |
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| Inquiry Cash Receipts and
Credit Memo's |
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| Cash TAB Section |
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| Billing Address: |
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Company name.
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Address line 1
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Address line 2
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City , State and Zip
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| AR Balance Section |
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Open AR's, current open invoices
for this customer.
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Open Credit's, current open credits
for this customer.
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AR Balance, current account balance
for this customer.
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| Selecting Records for Inquiry... |
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Highlight the
credit record you wish to inquiry.
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Select the Applied Tab at the top
of screen.
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| Applied TAB Section |
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| This displays the payment distribution
for selected record from previous screen |
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| Headers... |
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Most are self explanatory with a
few exceptions.
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| arcode, record type. |
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A = Payment
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B = Credit Memo
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W = Write-Off
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V = Charge Back (voided)
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| Command Buttons |
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Print
select this to print the distribution for this record.
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Quit
select this to quit and return to the access screen.
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Note:
select the Cash Tab to select another payment record to inquiry.
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