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Invoices and Payments

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How to send account statements

15 views December 17, 2020 December 29, 2020 Juniorlogs Team 0

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

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Menu > Finance & Accounts > Transaction List tab

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

(WINZ option is also available from the drop down)

  • To view the payment details, Select Payment tab

Payment details popup will display the invoice details like this shown below.

  • To view the invoice number reference code, click on Reference (in blue).

  • 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.
  • Email option will allow you to send the list in an email to the parent/payee.

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Invoices and Payments
  • Generate Invoice within Child record
  • Removing Existing Payee
  • Invoice Footer – Automated
  • How to work with Credit Notes
  • How to send account statements
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