en:mr_saldokinnitus
Differences
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| 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===== | ||
| Line 51: | Line 51: | ||
| - | ==== 4.3. Check the customers | + | ==== 4.3. Check the customer`s |
| {{: | {{: | ||
| Line 71: | Line 71: | ||
| - | ==== 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, | ||
| Line 85: | Line 85: | ||
| - | ===== 5. Customers | + | ===== 5. Customer`s |
| ==== 5.1. Use of customer data fields ==== | ==== 5.1. Use of customer data fields ==== | ||
| Line 117: | Line 117: | ||
| 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