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Invoices and Payments

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How to send account statements

48 views December 17, 2020 August 19, 2021 Juniorlogs Team 0

You can send account statements for each of your accounts through the Transaction list.

It displays all incoming and outgoing transactions that occur within your service. This list is displayed per payee and it can be further narrowed down using the date selection filter or whether you are after Invoice or Payment transactions.
Menu > Finance & Accounts > Transaction List tab

  • Select a payee from the drop down to narrow your search

(Click on the WINZ records to view all the WINZ transactions)

transaction list

  • Print, Email, and Export options are available for extracting the transaction list further.
  • Print and Export will allow you to print the list and export it out to Excel.
  • The email option will allow you to send the list in an email to the parent/payee.

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Invoices and Payments
  • How to edit invoices that have payments allocated to them
  • How to finalise invoice and receive payments
  • How to process refund payments
  • Bond payments
  • Transaction list report/ Account statements
View All 25
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