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en:mr_saldokinnitus [2022/12/01 11:39] triinpen:mr_saldokinnitus [2023/01/26 14:44] (current) triinp
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-====== Customer Balance sheets ======+====== Customer Balance Sheets SL ======
  
-This report is used for sending balance sheets to customers. Print layouts can be designed according to audit requirements or company's working order.+This report is used for sending balance confirmations to customers. Print layouts can be designed according to audit requirements or company's working order.
  
 =====1. Filters and filtering options=====  =====1. Filters and filtering options===== 
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-==== 4.3. Check the customers list to whom to send the balance sheet ====+==== 4.3. Check the customer`s list to whom to send the balance sheets ====
  
 {{:et:triinp20221129-124327.png}} {{:et:triinp20221129-124327.png}}
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-==== 4.6. Email customer balance sheet ====+==== 4.6. Email customer`s balance confirmation ====
  
   * 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, opens the sending report window   * After sending the balance confirmations, opens the sending report window
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-===== 5. Customers balance sheets examples =====+===== 5. Customer`s balance sheets examples =====
  
 ==== 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

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