Difference between revisions of "Print Customer Document Listing"

From eStream Software
Jump to: navigation, search
(Created page with "''Menu: Customer | Print Customer Document Listing...'' ==Introduction== * Print Customer Document Listing can be used for you to see all the customer transactions that you h...")
 
(How to Print Document Listing)
Line 8: Line 8:
  
 
==How to Print Document Listing==
 
==How to Print Document Listing==
::[[File:cust doc listing.png|640px]]<br/>
+
[[File:cust doc listing.png|640px|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]]<br/>
+
[[File:cust doc listing2.png|640px|center]]
 
*Press Apply Button  
 
*Press Apply Button  
::[[File:cust doc listing5.png|640px]]<br/>
+
[[File:cust doc listing5.png|640px|center]]
 
*Click Preveiw & Listing Report
 
*Click Preveiw & Listing Report
::[[File:cust doc listing-selectreport1.png|640px]]<br/>
+
[[File:cust doc listing-selectreport1.png|640px|center]]
 
*Example of customer invoice listing report
 
*Example of customer invoice listing report
::[[File:cust doc listing-selectreport2.png|640px]]<br/>
+
[[File:cust doc listing-selectreport2.png|640px|center]]
  
 
==Print Document Style==
 
==Print Document Style==

Revision as of 04:44, 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

Cust doc listing.png
  • Select which Document listing you want to see. Follow the image
Cust doc listing2.png
  • Press Apply Button
Cust doc listing5.png
  • Click Preveiw & Listing Report
Cust doc listing-selectreport1.png
  • Example of customer invoice listing report
Cust doc listing-selectreport2.png

Print Document Style

  • Tick relevant check boxes
Cust doc listing3.png


Field Name Explanation
Print Document Style
  • Tick this checkbox to print out bulk report or send batch email
Include Cancelled Documents
  • Tick this checkbox to include cancelled documents in the listing


  • If you Tick Print Document Style , you will see that you will able able to choose customer invoice report format.
Cust doc listing-selectreport.png
Cust doc listing-samplereport.png

Group/Sort By

  • You can filter your documents based on Customer, Agent, Area, Currency, Project and Company Category
Cust doc listing-sortby.png


  • You can use the Group by/Sort by table to choose how you want to group your report listing
Cust doc listing-groupby.png


  • For example. you select to group by "Customer Name"
Cust listing-selectlvl1.png


  • Select the Listing Report
Cust listing-lvl1.png


  • Here is an example of the report
Cust listing-lvl1-2.png