Customer Account Statements and Payments (Custom)

Document Types

These are the Document Types we will need for Customer Accounts. You may already have some of these Document Types - if so, you won’t need to re-create them. The alternate Currency Document Types (USD) are optional, and will be skipped in this Tutorial.

Customer Cash

Used to post a Cash Payment to a Customer Account.

Customer Credit Card

Used to post a Credit Card Payment to a Customer Account.

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