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CounterPoint SQL V8.3.5 Release Notes

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The Unposted Documents tab allows you to review unposted Adjustments, Cash receipts, Charge tickets, Refund tickets, Finance charges, and Pay on account transactions. Select the check box for each type of document you want to include on this tab.

You can select a document and click the Edit document button to modify the selected document.

You can also select a ticket and click the View ticket button to display the ticket in the View Ticket window.

The Add adjustment and Add cash receipt buttons display the Customer Adjustments window and the Cash Receipts window, respectively, allowing you to create new adjustments and cash receipt transactions for a customer directly from the Account Management window.

Finally, the Account Management window includes the Orders/Layaways, Holds/Quotes, and Ticket History tabs, which allow you to view orders, layaways, holds, quotes, and tickets for each customer. While you are viewing any of these documents, you can print, export, or send them via e-mail.

Specify a Date range and click the Update button to display only documents that were created within the specified date range.

Select a document and click the View document button on any of these tabs to view the selected document. For example, clicking the View document button on the Ticket History tab displays the selected ticket in the View Ticket History window.

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