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==How to Print Document Listing== | ==How to Print Document Listing== | ||
[[File:cust doc listing.png | [[File:cust doc listing.png|center]] | ||
*Select which Document listing you want to see. Follow the image | *Select which Document listing you want to see. Follow the image | ||
[[File:cust doc listing2.png|640px|center]] | [[File:cust doc listing2.png|640px|center]] | ||
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[[File:cust doc listing5.png|640px|center]] | [[File:cust doc listing5.png|640px|center]] | ||
*Click Preveiw & Listing Report | *Click Preveiw & Listing Report | ||
[[File:cust doc listing-selectreport1.png | [[File:cust doc listing-selectreport1.png|center]] | ||
*Example of customer invoice listing report | *Example of customer invoice listing report | ||
[[File:cust doc listing-selectreport2.png|640px|center]] | [[File:cust doc listing-selectreport2.png|640px|center]] | ||
<div style="float: right;"> [[#top|[top]]]</div> | |||
==Print Document Style== | ==Print Document Style== | ||
*Tick relevant check boxes | *Tick relevant check boxes | ||
[[File:cust doc listing3.png|640px|center]] | |||
<br /> | <br /> | ||
{| class="wikitable" style="margin: 1em auto 1em auto;" | {| class="wikitable" style="margin: 1em auto 1em auto;" | ||
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<br /> | <br /> | ||
* If you Tick Print Document Style , you will see that you will able able to choose customer invoice report format. | * If you Tick Print Document Style , you will see that you will able able to choose customer invoice report format. | ||
[[File:cust doc listing-selectreport.png|center]]<br/> | |||
[[File:cust doc listing-samplereport.png|640px|center]]<br/> | |||
<div style="float: right;"> [[#top|[top]]]</div> | |||
==Group/Sort By== | ==Group/Sort By== | ||
* You can filter your documents based on Customer, Agent, Area, Currency, Project and Company Category | * You can filter your documents based on Customer, Agent, Area, Currency, Project and Company Category | ||
[[File:cust doc listing-sortby.png|640px|center]] | |||
<br/> | <br/> | ||
* You can use the Group by/Sort by table to choose how you want to group your report listing | * You can use the Group by/Sort by table to choose how you want to group your report listing | ||
[[File:cust doc listing-groupby.png|640px|center]] | |||
<br/> | <br/> | ||
* For example. you select to group by "Customer Name" | * For example. you select to group by "Customer Name" | ||
[[File:cust listing-selectlvl1.png|640px|center]] | |||
<br/> | <br/> | ||
* Select the Listing Report | * Select the Listing Report | ||
[[File:cust listing-lvl1.png|640px|center]] | |||
<br/> | <br/> | ||
* Here is an example of the report | * Here is an example of the report | ||
[[File:cust listing-lvl1-2.png|640px|center]] | |||
<div style="float: right;"> [[#top|[top]]]</div> | |||
==See also== | |||
[https://wiki.sql.com.my/wiki/account4:Contents SQL Accounting] | |||
Latest revision as of 08:03, 12 May 2021
Menu: Customer | Print Customer Document Listing...
Introduction
- Print Customer Document Listing can be used for you to see all the customer transactions that you have keyed into this system
- You can see Customer Invoices, Customer Payment, Customer Credit Note, Customer Debit Note, Customer Refund, and Customer Contra listings.
- You can use Document Listing to batch print and batch email your customer documents.
- At the bottom of the screen, you can se the payment details for each document
How to Print Document Listing
- Select which Document listing you want to see. Follow the image
- Press Apply Button
- Click Preveiw & Listing Report
- Example of customer invoice listing report
Print Document Style
- Tick relevant check boxes
| Field Name | Explanation |
|---|---|
| Print Document Style |
|
| Include Cancelled Documents |
|
- If you Tick Print Document Style , you will see that you will able able to choose customer invoice report format.
Group/Sort By
- You can filter your documents based on Customer, Agent, Area, Currency, Project and Company Category
- You can use the Group by/Sort by table to choose how you want to group your report listing
- For example. you select to group by "Customer Name"
- Select the Listing Report
- Here is an example of the report
