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en:mr_aru_reskontro [2022/12/27 11:23] triinp [5.1.3. Don’t show EUR and SEK invoices] |
en:mr_aru_reskontro [2022/12/27 15:50] triinp [5.2.1. Add a customer debt comment to sales ledgers] |
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Picture(9) | Picture(9) | ||
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+ | === 5.1.6 Overlaps are possible === | ||
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+ | Works with filter Total - customers. Only customers with both debt and prepayment can be filtered out. | ||
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+ | {{:et:triinp20221209-115203.png}} | ||
+ | Picture (10) | ||
==== 5.2. Using the customer's internal comment ==== | ==== 5.2. Using the customer's internal comment ==== | ||
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Often, long-term debtors are the same customers to whom reminders are sent and calls are made every week. The answers are mostly the same - "we expect to receive a large order ourselves", etc.…). You can now see such information directly from the sales ledger. | Often, long-term debtors are the same customers to whom reminders are sent and calls are made every week. The answers are mostly the same - "we expect to receive a large order ourselves", etc.…). You can now see such information directly from the sales ledger. | ||
- | __**5.2.1. Add a customer debt comment to sales ledgers:**__ \\ | + | === 5.2.1. Add a customer debt comment to sales ledgers === |
{{:et:triinp20221101-124225.png}}\\ | {{:et:triinp20221101-124225.png}}\\ | ||
- | Picture (10) | + | Picture (11) |
Also visible when grouped by customers. | Also visible when grouped by customers. | ||
{{:et:triinp20221101-124349.png}}\\ | {{:et:triinp20221101-124349.png}}\\ | ||
- | Picture (11) \\ | + | Picture (12) \\ |
:!: If there is no change option, the user does not have the right to change the client card. | :!: If there is no change option, the user does not have the right to change the client card. | ||
{{:et:jane20210901-204030.png}} | {{:et:jane20210901-204030.png}} | ||
- | Picture (12) | + | Picture (13) |
- | __**5.2.2. The customer's internal comment can be viewed without the possibility to change it**__ | + | ===5.2.2. The customer's internal comment can be viewed without the possibility to change it=== |
{{:et:triinp20221101-124837.png}} | {{:et:triinp20221101-124837.png}} |