CCS Point of Sale
You are here: start » office » transaction_management » managing_reports
Managing Outstanding Balances of Accounts in the Point of Sale.
Outstanding balances for all Accounts (accounts can include multiple customers), or Customers
CCS will track unclosed scheduled payments. These payments can be grouped by account, or individual client. These payments are filted by a range of dates.
Actions: | |
---|---|
Invoiced Customers: | Select this to view specific customers, if no customer is selected all invoices will be displayed. |
Update all as invoiced: | Select the order, a printer (8 1/ 2 X 11) and then press print / preview. |
Preview Selected / Print Selected: | This will update the currently selected customer's invoices as having been invoiced. |
List All Invoices UnPaid by all customers or grouped by accounts: | This is the reporting option for the selected customer's invoices. |
View Invoiced / View Non Invoiced: | This decides what to display as far as invoiced or not. |
Invoice List: | Double clicking the Invoice report will bring up the invoice form with the invoice details. |
Trace: • managing_reports