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Transaction Ledger window

From Customers, select Manage customers, find a customer's record, select the AR/Cash tab, and double-click a line item

The Transaction Ledger window provides an itemized transaction log related to a specific order/invoice, including fees charged, payments received, and any adjustments made.

Typically, individual lines are displayed for each item and for the payment received and/or the amount charged to AR. If any items are later canceled or adjusted, the Transaction Ledger window also includes lines showing these adjusted amounts. For each transaction line, the Transaction Ledger window shows the date of the transaction, the amount, and the function name or transaction type.

See Also

Simple Orders Overview

How iMIS Processes Payment Amounts

Enter and edit orders window

To enter an order

To find/view existing orders

To view transactions


ASI logo 10.6 Production Release. Updated 6/23/2005 11:15:12 AM
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