How do I view receivables by days?

Updated on September 3, 2017 11:26PM by Admin

At First, you need to Customize Customer Payments App to display “By Date” view in home dashboard.

Steps to View Customer Payments by Date

  1. Log in and access Customer Payments App from your universal navigation menu bar.
  2. Click on “By Date” from the Left navigation panel.
    by date
  3. You can view the following:
    • Last 7 Days
    • 8 – 14 Days
    • 15- 30 Days
    • >30 Days
  4. Select any view from the above. For instance let’s take “Last 7 Days”.
  5. Now, you can view all customer payments created on last 7 days.
    last 7 days 
  6. You can also  Edit or Delete the Customer Payments by clicking on More details(...) icon . 

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