Search By |
Choose All Customers or Customer. If you choose Customer, a second field appears. Select the name of the customer whose sales you wish to view. |
Date column |
The date the sale was recorded in Accounting Plus appears in this column. |
Invoice No. column |
The invoice number that was assigned to the original invoice appears in this column. |
Cust PO No. column |
The Customer PO No. that you entered in the invoice appears in this column. |
Customer column |
The Customer name that you selected in the invoice appears in this column. |
Amount column |
The total amount due, including carriage and VAT, that was entered in the original invoice appears in this column. The total of all amounts in this column appears below the column. (The total does not appear if you selected All Customers in the Search By field and the I Deal in Multiple Currencies preference in the System view of the Preferences window.) |
Credit Amt column |
The balance that you owe your customer appears in this column. As a credit, it displays as a negative amount. The total of all amounts in this column appears below the column. (The total does not appear if you selected All Customers in the Search By field and the I Deal in Multiple Currencies preference in the System view of the Preferences window.) |
Pay Refund button |
Click this button to display the Settle Returns & Debits window and create a refund cheque to the customer. |
Apply to Sale button |
Click this button to display the Settle Returns & Debits window and apply the credit amount to the customer's open orders and invoices. |
Print button |
Click this button to print the contents of this window. |
New Sale button |
Click this button to display the Sales window. |
Close button |
Click this button to close this window. |