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User Login
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Marginz Online Accounting - Customers and Sales Module
The Customers and Sales module consists of 10
functions that enable you to enter and control all the transactions relating to
customers.
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Batch Invoicing |
| Batch invoicing
allows you to enter multiple sales invoices. You can edit and delete
transactions as you go. You can add and amend customer accounts,
departments, products and tax codes without leaving the screen. |
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Batch Credit
Notes |
| Batch credit notes
allows you to enter multiple sales credit notes. You can edit and delete
transactions as you go. You can add and amend customer accounts,
departments, products and tax codes without leaving the screen. |
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Aged Transactions |
| Aged transactions
will give you a list of customers with their balances divided into 0-30
days, 31-60 days, 61-90 days and older depending on the information
requested by you within the search criteria. You can drill down on the
figures to see which transactions make up the balances. |
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List Customers |
| List customers
will search for specific customers based on the selections you make within
the search criteria fields. A list of customers and their outstanding
balance will be displayed where you will have the option to edit the customers
record. |
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Enter New
Customer |
| Enter a new
customer allows you to add customer records and store all their details.
Enter a new customer can also be accessed through the batch invoicing and
batch credit note functions. |
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List Contacts |
| List contacts
allows you to search for customer contacts using various search criteria.
The results will be displayed in a list and will give you the option to edit
a contacts records. |
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Enter New Contact |
| Enter new
contacts allows you to add contacts to your customer records. You can store
office phone number, mobile number, email address and much more. |
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Find Transactions |
| Find transactions
allows you to search for any transactions relating to your customers. You
initiate a search by completing various search criteria. You can also
determine what information you want displayed and how it is sorted. You also
have the option to output the results in HTML, tab delimited or CSV excel
format. |
Basic Search Screen
Results Screen
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Reports |
| There are various
reports available to the customers module. These can be viewed, edited or
deleted. The system also enables you to create a report from scratch to suit
your own requirements. Reports can be printed or emailed. |
Search Screen
View Report Screen
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Statements |
| This enables you
to produce customer statements with remittance advice. You can edit the
format, choose any date range, print as a batch or individually or email. |
Search Screen
Statement Screen
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