Customer Transactions
Customer Transactions
View Transactions Go to customer account, Transactions Create New Transaction Click on New Transaction. Select a transaction.
Wed, Dec 17, 2025 at 7:04 AM
Go to customer account, Transactions, New Transaction, Invoice Reminder: Bobtail deliveries have an accompanyig invoice so there is no need to create a sep...
Wed, Dec 17, 2025 at 9:20 PM
Customer Payment made to an individual account. For instructrions using Payment Batch, go to hamburger, Payments, Batches. View a customer payment Locat...
Wed, Dec 17, 2025 at 9:01 PM
Credit Memo allows you to apply a credit to the customers account. Go to customer account, Transactions, New Transaction, Credit Memo. View Credit Mem...
Wed, Dec 17, 2025 at 9:20 PM
Debit Memo allows you to apply a credit to the customers account. Go to customer account, Transactions, New Transaction, Debit Memo allows you to apply a...
Wed, Dec 17, 2025 at 9:28 PM