How do I view receivables by amount?

Updated on September 3, 2017 10:13PM 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

  1. Log in and access Customer Payments App from your universal navigation menu bar.
  2. Click “By Amount” from left navigation panel.
  3. You can view following amount frequencies.
     amount frequencies
  4. Select any amount frequency to view the Customer Payments. For instance <1000 AUD - 2500 AUD
     amount less than 2500
  5. You can also “Edit” or “Delete” the Customer Payments by clicking ont the More details(...) icon.

Related Links

Read more about: