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How do I view receivables by amount?
Updated on September 22, 2024 11:17PM by Admin
First, you need to configure views settings of Receivables App in order to display “By Amount” in the dashboard.
Steps to view Customer Payments by Amount
- Log in and access Customer Payments App from your universal navigation menu bar.
- Click “By Amount” from left navigation panel.
- You can view following amount frequencies.
- Select any amount frequency to view the Customer Payments. For instance <1000 AUD - 2500 AUD
- You can also “Edit” or “Delete” the Customer Payments by clicking ont the More details(...) icon.
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