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Debtor Maintenance - Receipts tab

You can list and view all payments made to accounts by the debtor.

Opening the Receipts tab

Debtor Maintenance - Receipts tab key fields and buttons

Fields

Field

Description

Include Zero Receipts

Select to display zero-value receipts.

Grid area fields

Field

Description

Date

The date the payment was received.

Receipt No

The receipt number of the payment.

Amount

The amount of the payment.

Allocated

The amount allocated to charges.

Transaction Description

A description of the receipt transaction.

Statement

The statement the receipt belongs to.

Posting

The posting the receipt belongs to.

Source

The Synergetic program that the payment originated from.

Seq

A unique identifier for the payment.

Buttons

Button

Description

Preview button

Display receipts on screen.

View allocs button

View the charges the payment has been allocated to.

The Debtor Transaction Allocations window is displayed.

Debtor Transaction Allocations window

Allocate button

Allocate the payment to specific charges.

The Allocate Transactions window is displayed.

Allocate Transactions window

Last modified: 7/03/2013 2:21:27 PM

See Also

Maintaining debtors

Searching for debtors

Creating new debtors

Renaming debtors

Overriding the debtor's name

Deleting debtors or making them inactive

Debtor Maintenance - Debtor tab

Debtor Maintenance - General tab

Debtor Maintenance - Financial tab

Debtor Maintenance - Statements tab

Debtor Maintenance - Payment Type tab

Debtor Maintenance - Comment tab

Debtor Maintenance - Concessions tab

Debtor Maintenance - Arrangements tab

Debtor Maintenance - Split Payments tab

Debtor Maintenance - Outstanding tab

Debtor Maintenance - Instalments tab

Debtor Maintenance - History tab

Debtor Maintenance - Sale Charges tab

Debtor Maintenance - Invoices tab

Debtor Maintenance - Debtor Comms tab

Debtor Maintenance - Correspondence tab

Debtor Maintenance - Archive tab

Debtor Maintenance - DocMan tab

Debtor Maintenance - Maint tab

Debtor Maintenance - User Forms tab

© 2013 Synergetic Management Systems. Published 15 October 2013.

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