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Adjusting a Customers Account Balance
Log on to System Menu
Select 'Customers'
Select 'Customer Details' [F2]
Search and Sele
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Changing Customer Transaction Dates
Log on to System Menu
Select 'Customers'
Select 'Customer Details' [F2]
Search for Customer
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Account Statement Email Guide
Activating Email Option
Inform the Service Desk that you want to setup email for account statemen
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Customer Accounts: Adding Multiple Email Addresses
Account Statements can be emailed to more than one email address for the same Customer!
To ena
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Direct Debit
The Direct Debit feature facilitates the ability to store customer bank account details securely, an
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How to check if Customer Statement has been emailed
1. Log into POS System Menu
2. Open Customer Details Program
3. Search and Select Customer Profi
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Creating Customer Account - Credit
See here if Customer Profile is not yet created in POS.
Follow steps below to Open Credit Account
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Saving Customer Account Statement Emailed History
1. Open Report Generator
2. Search Customer Account Statements
3. Double-click Customer Ac
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Closing Customer Account
1. Open Customer Details
2. Click Search
3. Look up Customer using Surname and/or First na
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Customer Statement Summary
This guide provides a straightforward process for viewing Customer Account Balances on ABA file. Ple