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Table of Contents
Deposits & Liability
Navigation: Reports → Finance → Deposits & Liability
Purpose
To send report to a customer on the made prepayments.
- Deposit (prepayment made for Offers) or Liability (agreements & responsibilities) can be added per Offer in the form of remarks.
- Deposits from obsolete Offers (with OZ status) linked with confirmed remarks are not displayed.
- E-mail from which sending is made on pushing 'Email' button is taken automatically from Tools → Company Settings → Mailing → DepositLiabilityReportMailFrom. 'Deposit & Liability report sent' record appears in Order history to state that fact.
Selection Criteria
Sorting is made by date (ascending).
Data Output
The labels of the report can be configured.
