Collections Management

#1 Collections Management

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Through this procedure the user can view the status of issued and/or presented sales invoices, in order to manage also the advance status manually.

In the first tab the user can view data of presented maturities/invoices: it is possible to edit status and to assign a collection amount already received by the customer, as well as to note down on the related field what is necessary.

On the second tab it is possible to view all invoices not presented and to manage the collection status manually as well as to insert free notes.

RIBBON BAR: the ribbon bar represents the Form menu, that is the area on which it is possible to perform actions linked to the procedure in use. The possible features list is the following:

General
FunctionMeaning
Search InvoicesButton through which it is possible to search the presented or printed invoices according to the current tabulator.

FILTER AREA: the filter area contains the list of possible data types thanks to which it is possible to perform the selection. Typically filters have always “AND” condition and it is possible to specify more search filter at the same time.

RESULT GRID: the result grid represents the list of advances lists that correspond to filter data, above mentioned. After having specified values through which to obtain a search of advance lists, the user, by clicking on the [Search] button on the related Ribbon, will obtain the list of the desired invoices on the result grid.


BuildDate : 29 maggio 2013

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