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: : Editing Information Linked to the Current Customer/Prospect
Akuiteo offers three edition templates from a Customer/Prospect record sheet:
- Edition of a Customer/Prospect record sheet
- Edition of a customer invoice statement
- Edition of a customer remainder
Editing a Customer/Prospect record sheet
- From a customer or prospect record sheet, go to Edit > Print the customer record.
- In the printing screen, select the relevant template and confirm.
Editing a customer invoice statement
- From a customer record sheet, go to Edit > Print the Invoice Statement.
- In the Selection criteria screen, fill in the following fields:
- Company: company name linked to the customer
- Division: division of the company
- Entity: company'sentity
- Customer no between: number of the customers whose invoices will be edited
- Invoices and payments of: invoices and payments date interval
- Invoices to be paid (due date) by: invoice due dates before which the invoices will be edited.
- Does not include payments later than: payment date after when the payments will not be edited.
- Sorting criterion: by customer name: invoices are sorted per customer names alphabetical order. per customer code: invoices will be sorted in customer code's ascending order
- Validate.
Editing a customer remainder
- From a customer record sheet, go to Edit > Print a Dunning Letter.
- In the Selection criteria screen, fill in the following fields:
- Validate.
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