Customer Transaction Entry field descriptions

Fields are presented in alphabetical order.

Create

Customer

Specify the customer number for the transaction that you are processing.

Type

Specify the type of transaction.

For Invoice

This section is displayed when you enter a credit memo, debit memo, or reversal.

Invoice

Specify the existing invoice number for the credit memo, debit memo, or reversal. Ensure that you specify the correct suffix for reversals. The invoice number is used in Customer Cash Receipt Entry to match payments with invoices.

Type

Specify the type of transaction against which you are entering a transaction.

Sequence Number

The sequence number, or scheduled payment, against which you are entering a transaction.