Customer History Viewer

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Select a Customer onto a Main Form.

 

Click Customer History on the Tool Bar, or from the Customer menu, choose History.

 

Customer History Viewer

 

From this window, you can see

 

Booked In Jobs

Booked out ongoing Jobs

Booked out Completed Jobs

Jobs on Hold

Credit Notes

Payments

 

Green ticks indicate fully paid jobs, or fully allocated credits.

 

You can Select Jobs onto the Main Form.

 

With Payments and Credits etc you can right click them and Delete them.

 

If Transactor Lab Manager won't let you delete them it's because their Tax Date is prior to the Lock Date set in the Setup Wizard > Advanced > Accounting Rules.

 

Remember, any list like this can be right clicked and sent to a preview window where you can print it.

 

Customer History Viewer2

 

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Manage Payments

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