AR Customers: Difference between revisions

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[[File:Sage 100 ar customer summary.png|thumb]]
[[File:Sage 100 ar customer summary.png|thumb]]
<nowiki>'''Header'''</nowiki>


<nowiki>*</nowiki> Invoice number
'''Header'''


<nowiki>*</nowiki> AR Customer name
* Invoice number
* AR Customer name
* AR Customer code
* Email Address


<nowiki>*</nowiki> AR Customer code
'''Tab layout'''


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


<nowiki>'''Tab layout'''</nowiki>
* AR customer (5)
 
* AR Customer Order (6) - If there is one
<nowiki>*</nowiki> Summary (1) - Basic information and Line items (7)
 
<nowiki>*</nowiki> Details (2) - More senstive invoice data
 
<nowiki>*</nowiki> Touchpoints (3) - Emails and logged calls
 
<nowiki>*</nowiki> Payments (4) - any payments against the invoice
 
<nowiki>'''Links'''</nowiki>
 
<nowiki>*</nowiki> AR customer (5)
 
<nowiki>*</nowiki> AR Customer Order (6) - If there is one

Revision as of 09:28, 26 March 2024

Header

  • Invoice number
  • AR Customer name
  • AR Customer code
  • Email Address

Tab layout

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

Links

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