en:mr_saldokinnitus
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en:mr_saldokinnitus [2022/12/01 11:40] triinp [Customer Balance sheets] |
en:mr_saldokinnitus [2023/01/26 14:44] (current) triinp |
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| ====== Customer Balance Sheets SL ====== | ====== 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===== | ||
| Line 51: | Line 51: | ||
| - | ==== 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}} |
