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.
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.
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