Link Customers To Cash Books

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Accessed via Cash Book Maintenance from the Utilities Menu

 

Each customer during set-up is linked to a Cash Book, however for ease of view and change this option has been created.

 

This option displays the Cash Book related to each customer along with the related Credit Control User and preferred payment method.

 

Link cust to cb

 

Addition and Revision of Cash book links are available from this point.

 

Links can be made INACTIVE and viewed via the TOGGLE option.

 

SCAN allows the selection of all customers containing the "Scan" details entered.