Reviewing customer payments


show more Reviewing customer payments provides you with in-depth training on Business. Taught by Elizabeth Haverfield as part of the MYOB AccountRight 2013 Essential Training show less
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Reviewing customer payments

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 s...

Reviewing customer payments
Video duration: 2m 3s 2h 53m Beginner

Viewers:

Reviewing customer payments provides you with in-depth training on Business. Taught by Elizabeth Haverfield as part of the MYOB AccountRight 2013 Essential Training

Subject:
Business
Software:
AccountRight Live
Author:
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