Adding a Transaction

Use the Open Item Maintenance window to add a transaction for a customer account.

Adding a Transaction

1. Display the Open Item Maintenance window.

2. Display the customer.

3. Fill in the fields and click Add. For a definition of each field, click here.

• If you're entering beginning balances:

• • enter the original document number, if you have it.

  • entering the amount of the invoice in the Taxable column will cause the system to calculate the appropriate tax on the amount.  If you don't want tax to be calculated, use the Non-Taxable column.

• Anything you type in the Reference field will appear on the customer's statement.