Editing Customer Activity Tab
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Latest revision | Your text | ||
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# Right click on any invoice and select '''Export to Excel''' to open data in Excel. | # Right click on any invoice and select '''Export to Excel''' to open data in Excel. | ||
− | <p class="MsoNormal"><b style=""><span style="color: rgb(227, 108, 10);" | + | <p class="MsoNormal"><b style=""><span style="color: rgb(227, 108, 10);">*NOTE*</span></b> This tab may be hidden from your view based on permissions.</p> This tab may be hidden from your view based on permissions. |
− | + | Click New Itemized Invoice – brings you to the Invoicing module with a new itemized invoice open for the customer. An itemized invoice isn’t linked to an order. | |
− | + | Click New Combined Invoice – brings you to the Invoicing module with a new combined invoice open for the customer. | |
Payments | Payments | ||
− | + | On the Payments tab you can access all customer payment history. This tab may be hidden from your view based on permissions set by your SME Administrator. | |
# Select a payment and click Quick View to open the payment in another window. This keeps you in the Customer module. | # Select a payment and click Quick View to open the payment in another window. This keeps you in the Customer module. | ||
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The deposit is recorded for the customer. You can see the '''Deposit on Account''' on the Account tab. | The deposit is recorded for the customer. You can see the '''Deposit on Account''' on the Account tab. | ||
[[File:DepositOnAccount.jpg]] | [[File:DepositOnAccount.jpg]] | ||
− | + | The deposit can be applied to invoices created for the customer. When creating an invoice for the customer, you will be prompted to type the amount of deposit you want to apply to an invoice (circled in image below) | |
[[File:DepositApply.jpg]] | [[File:DepositApply.jpg]] | ||
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Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''. | Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''. | ||
− | + | [[File:PrepaidItems.jpg]] | |
<span style="color: rgb(227, 108, 10);">'''Item Repair''' | <span style="color: rgb(227, 108, 10);">'''Item Repair''' | ||
If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed. | If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed. |