en:mr_saldokinnitus
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en:mr_saldokinnitus [2022/12/01 11:39] – triinp | en:mr_saldokinnitus [2023/01/26 14:44] (current) – triinp | ||
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- | ====== Customer Balance | + | ====== Customer Balance |
- | This report is used for sending balance | + | This report is used for sending balance |
=====1. Filters and filtering options===== | =====1. Filters and filtering options===== | ||
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- | ==== 4.3. Check the customers | + | ==== 4.3. Check the customer`s |
{{: | {{: | ||
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- | ==== 4.6. Email customer balance | + | ==== 4.6. Email customer`s balance |
* Select customer, press **Mail** button | * Select customer, press **Mail** button | ||
- | {{:et:triinp20221129-122406.png}} | + | {{:et:triinp20230124-142716.png}} |
* By sending a balance confirmation to the entire list at once, press the **Email** button | * By sending a balance confirmation to the entire list at once, press the **Email** button | ||
- | {{:et:triinp20221129-122308.png}} | + | {{:et:triinp20230124-142852.png}} |
* After sending the balance confirmations, | * After sending the balance confirmations, | ||
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- | ===== 5. Customers | + | ===== 5. Customer`s |
==== 5.1. Use of customer data fields ==== | ==== 5.1. Use of customer data fields ==== | ||
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Example of the balance confirmation section with payment schedule sums: | Example of the balance confirmation section with payment schedule sums: | ||
- | {{:et:jane20211030-221722.png}} | + | {{:et:triinp20230124-142114.png}} |
en/mr_saldokinnitus.1669887597.txt.gz · Last modified: 2022/12/01 11:39 by triinp