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userdocs:travelwise:finance:customer [2013/12/23 23:15] dokuwiki_sync |
userdocs:travelwise:finance:customer [2014/04/28 04:38] (current) dokuwiki_sync |
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| **Navigation:** //Finance -> Customer Accounts...// | **Navigation:** //Finance -> Customer Accounts...// | ||
| - | Full finance statistics on accounts for a certain customer. There are options to export the data to Excel or generate the outcome report. | + | Full finance statistics on accounts for a certain customer. [[userdocs:travelwise:finance:customer_accounts|Read more... ]] |
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| Returns the list of invoices [[userdocs:travelwise:finance:transfer_to_finance|transferred to finance]], but not paid. | Returns the list of invoices [[userdocs:travelwise:finance:transfer_to_finance|transferred to finance]], but not paid. | ||
| - | There is an instrument to make balancing of the paid invoices directly in Travelwise and transfer that information through the //'Payment Draft'// (//'Show Draft'// button). [[userdocs:travelwise:finance:customer:customer_payment|Read More]]. | + | There is an instrument to make balancing of the paid invoices directly in Travelwise and transfer that information through the //'Payment Draft'// (//'Show Draft'// button). [[userdocs:travelwise:finance:customer:customer_payment|Read more...]]. |
| ===== Customer Outstanding ===== | ===== Customer Outstanding ===== | ||
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| ===== Outstanding Invoices ===== | ===== Outstanding Invoices ===== | ||
| - | **Navigation:** //Finance -> Outstanding Invoices...// | + | **Navigation:** //Finance -> Outstanding Invoices...// |
| Instrument to control that customers pay in time, there is an option to send 3 versions of reminders to the customer (from relatively gentle, starting with the first reminder, to relatively strict in the last one). | Instrument to control that customers pay in time, there is an option to send 3 versions of reminders to the customer (from relatively gentle, starting with the first reminder, to relatively strict in the last one). | ||
| - | Supports 'Customer Remarks' feature, so that the person who controls the list can notify the others about current state regarding the certain customer. | + | Supports 'Customer Remarks' feature, so that the person who controls the list can notify the others about current state regarding the certain customer. [[userdocs:travelwise:finance:customer:outstanding_invoices|Read More...]] |
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| **Navigation:** //Finance -> Total Customer Saldo...// | **Navigation:** //Finance -> Total Customer Saldo...// | ||
| - | Returns the total saldo on all the customers for the whole period. Due to amount of data can take some time to be calculated. | + | Returns the total saldo on all the customers for the whole period. [[userdocs:travelwise:finance:customer:total_customer_saldo|Read more...]] |
| - | Displays all (transferred to finance and paid) and opened (transferred to finance, but not paid) sums. | + | |
| ===== MIS Remarks ===== | ===== MIS Remarks ===== | ||
