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Level 1

Can we name the quotation or invoice where it appears in the summary of customer transactions?

 
3 Comments
Moderator

Hello there, kbfholdings, If you're referring to the acco...

Hello there, kbfholdings,

 

If you're referring to the account summary preview, it will not provide the detailed information. You can provide a customer statement instead.

 

Here's how:

  1. On the Customers page, select the customer you want to make statements for.
  2. In the Batch actions drop-down, select Create statements.
  3. In the Statement Type drop-down, select the type of statement you'd like to make
  4. Fill in the date fields and select Apply.
  5. Select Save.

These are the type of statements you can create:

  • Balance Forward
  • Open Item
  • Transaction Statement

If you're referring to the customer profile where you can see the transactions list, it will only display the balances for open and overdue invoices. You can run the Qoutes by Customer report instead.

 

You can always come back to this post if you need more help.

Level 1

My question is, in the transaction summary you have colum...

My question is, in the transaction summary you have columns like, date type, no, due date,balance, total status and recieve payment, can we have our own cutomised column as well( to mention what product or services is this quotation or invoice of, like elctronics, or stationery, furniture etc.)
Moderator

Thank you for the clarification, kbfholdings. You can cu...

Thank you for the clarification, kbfholdings.

You can customize the columns. However, it's only limited to these options:

Type
No.
Customer
Method
Source
Memo
Due date
Ageing
Balance
Total before tax
Tax
Last delivered
Email
Attachments
Status