Category:Sales Ledger
From Catalyst
Module
The Sales Ledger.
Pages in category "Sales Ledger"
The following 142 pages are in this category, out of 142 total.
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- How can I change how Platinum creates accounts?
- How can I view turnover statistics for an account?
- How do I account for internal items?
- How do I account for VAT on unit deposits?
- How do I add a new country?
- How do I add a new currency?
- How do I adjust a transaction?
- How do I adjust an account opening balance?
- How do I adjust the centre on a transaction?
- How do I adjust the date on a transaction?
- How do I allocate a payment to an invoice?
- How do I amend a document held record?
- How do I amend credit charges per customer?
- How do I amend my aged debt/credit periods?
- How do I apply a temporary reduced rate of VAT?
- How do I apply settlement discount for a customer?
- How do I archive customer or supplier transactions?
- How do I assign attributes to a customer or supplier?
- How do I authorise Platinum for Making Tax Digital?
- How do I change my financial period?
- How do I change the customer note prompts?
- How do I change the local currency value of a transaction?
- How do I change the method of payment after it has been posted?
- How do I change the order of columns?
- How do I change the order of tabs?
- How do I change the supplier note prompts?
- How do I check my current financial period?
- How do I check my current financial year?
- How do I cleardown customer or supplier transaction history?
- How do I create a sales or purchase centre?
- How do I create an internal account?
- How do I create analysis codes?
- How do I create new methods of payment?
- How do I create regular invoices?
- How do I credit items sold at a previous V.A.T. rate?
- How do I deal with contras?
- How do I deal with credit charges?
- How do I Deal with Debt Chasing?
- How do I deal with finance subsidies?
- How do I deal with purchases from EU countries and V.A.T. reporting?
- How do I Deal with Tips in Platinum?
- How do I deal with underpayments?
- How do I delete customer or supplier accounts?
- How do I Do a V.A.T. only Credit?
- How do I edit a Credit after it has been posted?
- How do I edit a Payment after it has been posted?
- How do I edit an Invoice after it has been posted?
- How do I edit VAT rates?
- How do I email files?
- How do I enter a session exchange rate?
- How do I enter customer and supplier payment terms?
- How do I exclude customers from bulk mailing?
- How do I Export a Customer List?
- How do I find a centre?
- How do I find a Sales/Purchase Ledger Number?
- How do I find my V.A.T. submission reports?
- How do I Know if a Customer has a Balance on their Account?
- How do I make a Customer Exempt of VAT?
- How do I make a sales ledger posting with multiple centres?
- How do I Make Customer Attributes Mandatory?
- How do I Open a Platinum Exported File in Excel?
- How do I Opt Customers in to Direct Marketing?
- How do I Output a Debtors/Creditors List to File?
- How do I Post a Document Extension?
- How do I post payments from finance companies?
- How do I print a Customer Statement?
- How do I Print a Ledger Listing?
- How do I Print a List of Customers/Suppliers?
- How do I print a list of sales centres?
- How do I Print a Transaction History?
- How do I print an aged debtor or creditor list?
- How do I process a year end?
- How do I produce a non-VAT invoice for a customer?
- How do I produce a text invoice in Platinum?
- How do I produce the Ignored Documents report?
- How do I put a customer on stop?
- How do I put a customer\supplier invoice on hold?
- How do I re-authorise Platinum for MTD VAT submissions?
- How do I reconcile foreign currency accounts?
- How do I reprint a part exchange purchase invoice?
- How do I reprint an invoice?
- How do I reverse a payment on the sales ledger?
- How do I reverse a purchase invoice?
- How do I review hold records?
- How do I roll back my VAT period?
- How do I run the VAT 100 report?
- How do I Search for a Transaction?
- How do I See All Documents rather than just Outstanding?
- How do I Send Debt Chasing Letters?
- How do I Set a Credit Limit for a Customer?
- How do I Set Account Pricing for a Customer?
- How do I set up a Club Catalyst Customer?
- How do I set up account levels on my ecommerce website?
- How do I set up currency translation?
- How do I set up customer/supplier attributes?
- How do I set up Platinum for Making Tax Digital?
- How do I show a customer as deceased?
- How do I show payment terms on documents?
- How do I take a customer\supplier invoice off hold?
- How do I Un-archive Sales/Purchase Ledger Transactions?
- How do I view an amount in a different currency?
- How do I view archived transactions?
- How do I view customer or supplier transaction history?
- How do I view customers by account status?
- How do I view my Platinum sales figures from my phone\tablet?
- How do I view sales or purchase turnover for a period?
- How do I write off bad debts?
- How Many Customers do I have on my System?
- How should I deal with takings?
- How to deal with sales to EU countries and V.A.T. reporting
- How to process a month end
W
- What does document history show me?
- What is a sales or purchase centre?
- What should I consider at month end?
- Why are document items being posted on the wrong date?
- Why do my Debtors/Creditors not Agree to my Balance Sheet?
- Why does my Debt List show a Customer with a zero Balance?
- Why does the CRM show only recent activity?
- Why is my monthly centre turnover zero?
