AR Customer Contacts: Difference between revisions

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'''Header'''
'''Header'''


* Invoice number
* Contact Name
* AR Customer name
* Contact Code
* AR Customer code
* Email Address
* Email Address


'''Tab layout'''
'''Tab layout'''


* Summary (1) - Basic information and Line items (7)
* Summary (1) - Basic information  
* Details (2) - More senstive invoice data
* Details (2) - More senstive invoice data
* Touchpoints (3) - Emails and logged calls
* Touchpoints (3) - Emails and logged calls
* Payments (4) - any payments against the invoice
'''Links'''
'''Links'''


* AR customer (5)
* AR customer (5)
* AR Customer Order (6) - If there is one

Revision as of 09:33, 26 March 2024


Header

  • Contact Name
  • Contact Code
  • Email Address

Tab layout

  • Summary (1) - Basic information
  • Details (2) - More senstive invoice data
  • Touchpoints (3) - Emails and logged calls

Links

  • AR customer (5)