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  (c) OpusXenta Pty Ltd, 2020

Customer Payment Report

This report will list the payment transaction which provide payment transaction details where it can be grouped by payment method and Bill to Applicant/ Bill to Company. This Report is generated from the Customer Payment Report - Parameters screen
 
Customer Payment Report
1

Cemetery/ Funeral Home

 
Type
Notes
Rules
Compulsory
Placeholder
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Size
Default
Messages
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1. Respective funeral home/ cemetery name will be shown.
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2

Customer Payment Report

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Read-only text
Name of the report
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3

Table

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Read-only text
Display Payment Number
Display Repayment Number on Repayment Plan screen ( (Sales and Booking> Sales> Sales Order> Repayment Plan> Repayment Number)
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Read-only text
Display Bill to Applicant/ Bill to Company
Display Bill to Applicant field on the Sales and Booking> Sales tab> Sales Order> Bill to Applicant
 
Display Bill to Company field on the Sales and Booking> Sales tab> Sales Order> Bill to Company
 
 
 
 
 
 
 
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Display Payment Date
Display Repayment Date on Repayment Plan screen (Sales and Booking> Sales> Sales Order> Repayment Plan> Repayment Date)
 
 
 
 
 
 
 
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Display Receipt Date
Display Receipt Date on Receipt Tab screen (Sales and Booking> Receipt Tab> Receipt Date)
 
 
 
 
 
 
 
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Display Payment Amount
Display Repayment Amount on Repayment Plan screen (Sales and Booking> Receipt Tab> Amount)
 
 
 
 
 
 
 
Read-only text
Display Payment Method
Display Payment Method on payment details screen (Sales and Booking> Sales Tab> Sale Order> Payment Details> Payment Method)
 
 
 
 
 
 
 
Read-only text
Display Total Amount Owing
Display Amount Owing based on bellow formula;
 
Total Amount Owing = Repayment Amount - Paid Amount (Receipts + Credit Note
 
Repayment Amount is fetch from Repayment Plan (Sales and Booking> Sales Tab> Sale Order> Repayment Plan> Repayment Amount)
Payment Amount is fetch from Receipt Tab( Sales and Booking> Receipt Tab> Amount)
 
 
 
 
 
 
 
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Display Payment Status
Display payment status from Repayment Plan (Sales and Booking> Sales Tab> Sale Order> Repayment Plan> Payment Status)
 
 
 
 
 
 
 
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Display Group
  • If the group by option is used " Grouped Field Name - Field Value will be the standard format used.
    E.g. - Bill to Applicant - Zarah Blake
              Payment Method - Credit Card
     
  • If the group was not used all transaction listed together as a list.
 
 
 
 
 
 
 
4

Page Number

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Read-only text
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Display the page number and Date and Time report was generated from the system
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