Searching and Printing the Account Statement
The Find Statement lets you search for the individual statement of customer’s account using their Statement ID and printing the account statement, if required. To search and print the account statement: 1. In the RPM menu, click Customers and then click Account Management. The All Accounts screen is displayed. 2. Select Search and then select Find Statement from the drop-down list. The Find Statement dialogue is displayed. 3. Enter […]
Tools
The Tools menu contains additional utilities to further manage your accounts. You can perform the following functions: Undo Account Aging: This option enables you to undo the aging of an account until and unless a transfer has not occurred. Refresh Balance: This option enables you to view the balance in customer’s account once the payment has been […]
Adding Payment to Customers Account
The Account Payment option lets you make a payment to customer’s account. To add a payment to customers account: 1. In the RPM menu, click Customers and then click Account Management. The All Accounts screen is displayed. 2. Select the customer account to which you wish to make the payment. You can also use Search Filters to select the customer. 3. Select Account Payment. […]
Adding Journal Entry
The Journal Entry option lets you enter additional account transactions to be made on a customer’s account. You can perform either single journal entry or group journal entry and can add the entries. To add journal entry: 1. In the RPM menu, click Customers and then click Account Management. The All Accounts screen is displayed. 2. Select the customer account(s) to whom you […]
Aging Customer Accounts
The Age Accounts option lets you to add the cut-off date for the specific customer account i.e you can define the length of the transaction period for the purposes of printing customer statements. To define customer accounts age: 1. In the RPM menu, click Customers and then click Account Management. The All Accounts screen is displayed. 2. Select Age Accounts. The Age Accounts dialogue is […]
Editing Customer Account Details
The Edit Details option lets you modify the account details of the customers. You can modify the account details in two ways: Select a single Customer Account and select Edit Details. You can edit all the information except Account Owner and Account Name. Select multiple Customer Accounts and select Edit Details. You can edit only common account specific details. To edit account […]
Viewing Customer Accounts
The View menu enables you to view or print the customer’s account based on filter. You can view the following account types: All Accounts: This option enables you to view the account details of all the customers. Non-Zero Balance Accounts: This option enables you to view the accounts whose balance is greater than zero. Stopped Credit: This option […]
Account Management
The Account Management menu enables you to manage Customers account at Store level. It enables you to print statements, edit customers details, add journal entries, make account payment, view account transactions (current and overdue), use additional tools and add or edit account classes. Columns Descriptions Search Filters The search filter enables you to find the account details […]
Setting up Email Options
The Options menu enables you to add email settings so that emails can be sent to the customers. To setup email options: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Tools and select Options from the drop-down list. The Club Options dialogue is displayed. 3. Enter the following information. Fields Descriptions Member Code Width The number […]
Undo Merged Customers
To undo merged customers: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Tools and select Merged Customers from the drop-down list. The Merged Customers screen is displayed. 3. Select Edit drop-down list and select Undo Merges. The Undo Merged Customers screen is displayed. 4. Select the customer you wish to undo merge and restore in the database. 5. […]