Customer Accounts Payment

[muthoga]

Customer Account Statements and Payments (Custom)

I need to clearly understand what happens when a customer makes payment on his account.Basically we have allowed the cashier to credit payments to customer accounts if that customer fails to settle his outstanding bill by cash.This gives us room to close and start new workperiods.

I realized that when the customer makes payment the following day that money isn’t reflected on the daily report.My question is how will i know if a payment has been made.
Or rather how does the system report credit sale payments made for previous transactions ,hope you understand what i mean

[JTRTech]

Youll need to change wp report to include some form of ledger balance/monements/payments.

Something like this for ideas

Work Period Adjustment for Including Customer Accounts as Debtor Accounts

Needed to specify an AS… [Ticket Payments:2, 1] @{REPORT SQL DETAILS: SELECT a.[Name] AS [AccountList] FROM [Accounts] a LEFT JOIN [AccountTypes] t ON a.[AccountTypeId] = t.[Id] WHERE t.[Name]='Payment Accounts':F.AccountList::{0}:,} $1|{REPORT PAYMENT DETAILS:P.Amount.Sum:(PT=$1) && (Payment.Amount > 0)} Account|{ACCOUNT TRANSACTION DEBIT TOTAL:Customer Account Transaction} >Total|{REPORT PAYMENT DETAILS:P.Amount.Sum:Payment.Amount > 0} [image]