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Customer Accounts Screen

Customer Accounts Screen

The customer accounts screen allows you to view detailed invoice and payments information, add payments, credit notes and one-off invoices and allocate them all together as required.

This information can also be sent directly to your support accounts package. Packages supported include most versions of Sage Line 50, Quickbooks online and Xero.

1. Click the view accounts button

1. Click the view accounts button

Click the view accounts button to see the account screen.

2. List of invoices and credits

2. List of invoices and credits

On the invoice screen, you will see a list of invoices awaiting payment called proformas and in addition, you will see a list of your paid invoices as well as any payments made.

3. Click to view invoice

3. Click to view invoice

You can click on an invoice to see a pop-up copy of it.

4. Invoice Copy

4. Invoice Copy

A copy of the invoice is displayed. You can reprint the invoice from various places around the system.

5. Add payment

5. Add payment

To add a payment to a customer account, click the add payment button.

6. Payment screen

6. Payment screen

You will then see the pop up payment screen andif you have integrated card payments turned on you will also see the availability to take an integrated payment. Fill in the details as required and click the pay now button.

7. Credit notes

7. Credit notes

Click the credit note button to issue a credit note.

8. Credit note screen

8. Credit note screen

Complete the Add Credit Note screen to apply a credit note to your customers account.

9. Refunds

9. Refunds

To give your customer a refund click the refund outstanding button.

11. Choose the credit note

11. Choose the credit note

Choose the credit note you wish to convert into a refund for your customer. You will need to issue a credit note before using this feature.

11 Special Invoice

11 Special Invoice

Although almost all invoices are generated automatically by Cloud Commerce Pro, you can also issue manual invoices as required when dealing with customers for one-off items that are not related to a product. For example if you choose to issue an extra delivery charge.

12. Enter invoice details

12. Enter invoice details

Enter the invoice details on the confirm invoice details screen.

13. Invoice and Credit note allocations

13. Invoice and Credit note allocations

Click the allocate button to allocate payments and credit notes to invoices.

14. Confirm allocations

14. Confirm allocations

Although almost all invoices are allocated automatically with payments through Cloud Commerce Pro, you may at times wish to manually allocate a payment to an invoice or, if you are a trade seller, you will do this more frequently. The allocation screen allows you to select the appropriate invoice and the appropriate payments or credit note and apply them to each other.

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