The Customer Register provides a single point where you can view all customer sales transactions as well as create new ones. You can display a complete list of sales transactions by selected document types, ranges and sequences. You can also double click the document number field to drill down to source documents from the list and output a report of transactions based on the selection criteria.
The Customer Register can be accessed from the menu path: Transactions, Customers, Sales Centre, Customer Register.
See the table below for descriptions of the function/toolbar buttons within the Supplier Register, and how to use them.
Function | Description |
Find (F2) | Allows you to search by text. |
Find Next (F3) | Allows you to search and find the next text. |
Documents (F4) | Allows you to choose to display All Documents, Invoices Only, Credit adjustment notes Only or Payments Only. |
Refresh (F5) | Select this to pick up recent processing changes for customer invoices, payments, and credit adjustment notes. |
Selections (F8) | Using selections, you can filter out the unnecessary information to provide a more concise report. Filter selections include: Customer range, Sort detail range, Postcode range, Category range, Territory Range, Sales Rep Range, Run No Range, Date range, and Due date range. The Include Zero Balance transactions checkbox can be selected to display transactions with zero balances that have been paid or credited. |
Output (F11) | This function allows you to send Customer register listing directly to print, screen or disk file. |
New (F12) | Select this to enter a new Customer invoice. |