View Customer Payment Proposal Details

Explanation

This activity is used for viewing the underlying details of a direct debiting proposal. You can view the included invoices with associated details as well as the input parameters when loading the proposal. You can also offset customer ledger items by right clicking the offset function for rows having the Offset Possibility check box selected.

Prerequisites

This activity requires that a payment proposal has been created.

System Effects

This activity does not cause any system effects.

Window

Customer Payment Proposals

Related Window Descriptions

Customer Payment Proposals
Customer Payment Proposal Details/Details
Customer Offset

Procedure

1. Open the Customer Payment Proposals window and  select a proposal.
2. Right click and then click the Details option. The details of the selected proposal appears in Customer Payment Proposal Details window.
3. Select the proposal detail lines for offset, i.e. if the Offset Possibility check box is selected, right click and click the Offset option and the Customer Offset widow will open. Offset the customer ledger items.
4. Save the changes.