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In this video, we will look at the two methods that can be used to review the customer payments. The transaction journal, and the sales register. The transaction journal keeps a record of all receipts. In the following example, Carols can't remember if Harris Lawyers paid $550. To find out, let's look at the receipts in the receipts transaction journal. From the sales command center, click onto Transaction Journal, click onto the Receipts tab, and set your date range from the 1st of January, 2015 to the 31st of January, 2015.
Once within the Receipts Transaction Journal, all of the transactions are listed in date and ID order. We can see the receipt number three for Harris Lawyers. Clicking onto it or double clicking, we can open up the payment and see that it has been applied against invoice number three. Clicking cancel returns back to the transaction journal, and click close returns to the command center. The second method we can use to view if an invoice is opened or closed, is through the sales register.
Again, let's check invoice double zero three for Harris Lawyers. From the sales command center, click onto the Sales Register. The original invoice double zero three was dated back in December 2014, as it was one of the historical sales we entered when setting up the data file. We therefore need to change the date range to be the 1st of December 2014 to the 31st of January 2015. All the different invoices appear in the screen. Looking down the list, locating invoice number three and across to the right, the status says that it's being closed, so the payment has been applied.
Click onto Closed Invoices to see that invoice number three for $550 was closed on the 29th of January. Let's click close to return to the command center.
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