Navigate to the Receivable tab:
Click the
button at the top taskbar. -> Accounting tab -> Receivable (8)
Purpose of the Receivable tab:
This screen is used to enter new receivable payment into the system.
What you see in the Receivable tab:
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Selected project information.
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View Payment button allows to view the selected payment scan.
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Show Transactions Between Dates allows the user to filter the payments by date.
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All Projects button allows the user to see relevant payments for all existing projects.
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Current Project button allows the user to see relevant payments for the currently selected project.
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All Payments button shows all existing payments for all / current project.
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Receivable button shows only receivable payments.
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Payable button shows only payable payments.
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SM. Commission button shows only salesman commission payments.
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Agent Comm. button shows only agent commission payments.
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New Receivable button creates a new salesman commission payment.
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Edit Payment edits the selected payment.
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Delete Payment deletes the selected payment.
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Print Payment button allows to print the payment details.
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Project's Documents button opens Documents of ______ screen that contains all the documents associated with the project.
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Customers button opens the customer list screen.
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Project's Activities opens the Production Control screen.
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Recordings button opens the recordings list of the current project.
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Lead Properties opens the lead properties screen.
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Close button closes the menu.
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H opens the lead history screen.
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SMS buttons opens the send SMS screen.
How to use the Receivable tab:
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Input a new Receivable Payment for the currently selected project.
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Make sure Current Project (6) is selected.
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Make sure the project selected is the project required.
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Make sure Receivable (10) is selected.
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Click on New Receivable (12).
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Purpose of the Receivable tab:
This screen is used to enter new receivable payment into the system.
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