User guide

147CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
3 Account Summary
Shows
A/RA/R
A/RA/R
A/R color coded account aging, current account activity status
(active or inactive),
A/RA/R
A/RA/R
A/R credit limit, available against credit limit, and
current balance due for the selected customer.
4 Orders List
Outstanding orders awaiting payment are listed here; top down, oldest to
most recent. Checkmarks indicate orders to apply payment against.
5 Order Selection Buttons
These buttons operate on the contents of the Orders list. Marked items
in the list appear with a checkmark if included for payment application.
•
Mark/Unmark ItemMark/Unmark Item
Mark/Unmark ItemMark/Unmark Item
Mark/Unmark Item—Marks or unmarks the selected order.
•
Mark/Unmark AllMark/Unmark All
Mark/Unmark AllMark/Unmark All
Mark/Unmark All—Marks or unmarks all orders in the list.
•
Auto-Select ItemsAuto-Select Items
Auto-Select ItemsAuto-Select Items
Auto-Select Items—Resets the order list to its originally displayed
settings. Used to undo changes made to marked items.
6 Credits to Apply
Outstanding credits are displayed in this list. Credits are applied
automatically as a result of overpayment, statement discounts, etc.
7 Effective Post Date
This is automatically set to the current date. It can be moved backwards,
forcing payments to show on the previous statement month, if desired.
8 Tender Types
Tender type selection buttons and amount display fields are used to
describe the type of payment made on account.
•
Clear All ButtonClear All Button
Clear All ButtonClear All Button
Clear All Button—Removes selected tender types and clears the
related amount fields.
•
TT
TT
T
otal Dueotal Due
otal Dueotal Due
otal Due—Displays the total for orders checkmarked in the
Orders List.
•
TT
TT
T
enderender
enderender
ender
eded
eded
ed—Displays the total of payments received plus credits.
•
Balance/CreditBalance/Credit
Balance/CreditBalance/Credit
Balance/Credit—Displays the difference between total due and
tendered amount. This label will show as
CreditCredit
CreditCredit
Credit if the difference
results in an overpayment. The credit will be shown on the next
statement and applied on the next apply payment session.
9 Process Buttons
•
Cancel [Esc]Cancel [Esc]
Cancel [Esc]Cancel [Esc]
Cancel [Esc]—Exits statement printing function back to
A/R A/R
A/R A/R
A/R view.
•
Post Payments [F12]Post Payments [F12]
Post Payments [F12]Post Payments [F12]
Post Payments [F12]—After all orders are properly marked, this
button posts the payment then closes the apply payments session.