This video describes the information in a customer, or a supplier's, statement screen in Khaos Control Cloud. There is information below the video about what options are available from this screen.
Usage
The company Statement screen allows you to:
View the balances on an account.
View the information in either base currency or the currency of the company
View historical information
Understand the colour legend
Create and view payments and credits
View invoices, both purchase and sales
Switch between the sales and purchase ledger for a company that is both a customer and supplier
Overview This video explains how to allocate a payment to either a purchase invoice or a sales invoice in the company statement screen. Although the video shows you how to allocate one payment, or credit, to an invoice you can use the same process to ...
Overview This video explains how to print a supplier payment remittance in Khaos Control Cloud and step by steps can be found beneath the video. Steps Open the Statement tab of the Supplier record. If not already done so, record a payment to the ...
Overview Imported orders from a specific customer has their payments going in to the wrong bank account. Resolution/Solution There are three potential workarounds for this issue depending on the circumstances. Workaround 1 Journal between the two ...
Overview This video explains how to delete a payment in the company statement screen. Step-by-step instructions are below the video. Steps Open the company record. Open the Statement tab. Check that the payment hasn't already been allocated to an ...
Overview Adding a new payment that can then be allocated to an invoice, for either a customer or supplier, is covered in the video below. A step by step guide can be found below the video. Steps Open the Customer/Supplier record. Go to the Statement ...