Cash Customer Filter On Invoicing Screen
| Document Version | v1 |
|---|---|
| Document Last Updated | 2/15/2024 |
| Software Version Documented | v10 |
Cash Customer Filter on Invoicing Screen
A filter has been added to identify the Cash vs Credit customers on the Invoicing screen.
Viewing Cash vs Credit Customers on the Invoicing Screen
To view all Shippers that are invoiceable, go to Accounting>Accounts Receivable>Invoicing.
Click on the filter called Account Type. The options are All (default), Cash Only, and Credit Only
- Select Cash Only and Search and only Invoices for Cash Account Customers will appear on the screen.
- Select Credit Only and Search and only Invoices for Credit Account Customers will appear on the screen.
A column called Cash Customer is checked if it is a “Cash Account”. If it is unchecked it is a Credit Account.
- The drop down filter choices of Cash Only or Credit Only
-
Those accounts with the Cash Account box not checked on the Account>Financial Terms tab are Credit Only.
-
Those accounts with the Cash Account box checked on the Account>Financial Terms tab are Cash Only.
