About POCustomersData
The script allows companies to setup a customer database online which can be accessed from anywhere. The script also includes a finance system that permits the recording of payments from customers and company credits. In...
The administrator can create staff members whom will help adding and editing customers. administrator can grant staffs different levels of administration. Administrator can also create other administrators with full right. Search customer by Last name, First name, or Tracking #.
Every customer has an account balance which shows all the debits and credits recorded in the customer account. This section is use to record all types of payments related to the business. Every customer has thier own individual balance. Administrator can edit, add, and change transactions easily. The transactions can be recorded as follow:
Clicking the link "Add Transaction" will let you creat a new transaction. The transaction type can be debit or credit. Debit is negative and credit positive. For example, if a customer purchased a computer on credit for $3000 then the amount can be input in positive and the payments received from the student is negative in order to reduce the balance until it reaches $0.
The customer can be picked from the drop down menu which shows the whole list of customers.
Click on the calendar to pick the date of the transaction. Today date is automatically highlighted.
In the Transaction Description you can input san information about the transaction. For example, customer payment on computer, or finance charges, or invoice number.
Check Number is input only if the customer paid with a check. If the customer paid with credit card then the batch number or last 4 digits of the credit card can be input there. It can also be left blank.
Transaction Amount must be written with only digits without the dollar sign. For positive amount pick credit and for negative amount pick debit. Do NOT enter a negative sign. The script will do it automatically for you.
Previous Versions
Here you can find the changelog of POCustomersData since it was posted on our website on 2015-04-26 03:00:00.
The latest version is 2.1 and it was updated on 2024-04-22 13:31:31. See below the changes in each version.
POCustomersData version 2.1
Updated At: 2009-12-20
Disclaimer
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