8.6 Customers > Receipts

8.6 Customers > Receipts

In the mask Customers > Receipts all documents that have been assigned to the customer currently called up are displayed. The screen has the register buttons Offers, Orders, Invoices, Delivery bills, Credit notes and Reminders and displays all document types in separate lists. By clicking on the function arrow, you can call up the selected voucher in the Invoice be changed.

8.6.1 Fields in Customers > Documents > Quotations

• Date (date of the offer)
• Offer no. (offer number)
• First position (First item position on the offer, item name and item description)
• Print status (Status, whether the offer has already been printed)
• Price (Sales price of the offer, net and gross in each case)

8.6.2 Fields in Customers > Documents > Orders

• Date (date of order confirmation)
• Order no. (order number)
• First position (First item position on the order confirmation, item name and item description)
• Print status (Status, whether the order confirmation has already been printed)
• Price (Total sales price of the order confirmation [order value], net and gross in each case)

8.6.3 Fields in Customers > Documents > Invoices

• Date (invoice date)
• Invoice no. (invoice number)
• First position (First article item on the invoice, article name and article description)
• Print status (Status, whether the invoice has already been printed)
• Booking status (Status, whether the invoice has already been posted)
• Price (total amount of the invoice, both net and gross)

8.6.4 Fields in Customers > Documents > Delivery bills

• Date (date of the delivery bill)
• Delivery bill no. (delivery bill number)
• First position (First item position on the delivery bill, item name and item description)
• Print status (Status, whether the delivery bill has already been printed)

8.6.5 Fields in Customers > Documents > Credit notes

• Date (date of credit note)
• Credit note no. (serial number of the credit note)
• First position (First item position on the credit note, item name and item description)
• Print status (Status, whether the credit note has already been printed)
• Booking status (Status, whether the credit note has already been posted)
• Price (Total amount of the credit note, net and gross in each case)

8.6.6 Fields in Customers > Documents > Reminders

• Date (date of the reminder)
• Credit note no. (Serial number of the reminder)
• First position (First item position on the reminder, item name and item description)
• Print status (Status, whether the reminder has already been printed)
• Booking status (Status, whether the reminder has already been posted)
• Price (total amount of the reminder, both net and gross)

8.6.7 Fields in Customers > Documents > SEPA mandates

• Mandate ID (Unique ID of the SEPA mandate)
• Customer ID (customer to whom the SEPA mandate has been assigned)
• Payer (Name of the debtor)
• SWIFT BIC (BIC of the debtor)
• IBAN (IBAN of the debtor)
• Valid from/to (Validity period of the SEPA mandate)
• Mandate reference (Mandate reference of the SEPA mandate)
• Method of payment (one-off or recurring payment)
• Agreement with (contact person of the debtor)
• Payer: Street, No. (address of the debtor)
• Postcode/location (zip code and town of the debtor)
• Country (country of the debtor)

8.6.8 Fields in Customers > Receipts > Bank transfers

• Customer no. (Customer ID of the third-party account)
• Third-party account: Holder (holder of the third-party account)
• External account: BIC (BIC of the third-party account)
• External account: IBAN (IBAN of the third-party account
• Own account: SORT CODE (BLZ of the own account)
• Own account no. (Account number of the personal account)
• Amount (Amount of the bank transfer)
• Date (booking date)
• Intended use (Intended use of the bank transfer)
• Transfer type (direct debit, SEPA direct debit, EU bank transfer, etc.)
• Subspecies (SEPA, SEPA collector, etc.)
• Output form (for online banking)
• Executed on (date of export)
• Mandate date (Date of the associated SEPA mandate)
• Mandate ID (ID of the associated SEPA mandate)
• End-to-end reference (EzE reference of the bank transfer)
• Multiple version (Status, whether transfer is executed multiple times)
• Memo text (Memo text of the bank transfer)

8.6.9 Fields in Customers > Documents > Batches

Overview of all batch bookings assigned to the data record as customers or suppliers. The view of the displayed list can be switched to a customer or supplier basis at the top right. If the list is displayed on a customer basis, all batch bookings appear as customers; if the list is displayed on a supplier basis, all batch bookings appear as suppliers. Click on the batch ID, the customer or supplier, item ID, order, delivery bill, invoice or credit note ID to display the corresponding detailed data record (in a new window by holding down the Shift key).

• Batch (LOT no.)
• Date (goods receipt)
• Time (goods receipt)
• Expiry date
• Supplier (ID)
• Quantity (quantity of the booking)
• Order ID
• Delivery bill ID
• Invoice ID
• Credit note ID

8.6.10 Functions in Customers > Documents

All dataset-related functions are located at the bottom left in the function button of the function bar and are displayed in a pop-up menu when clicked.

• New customer - Used to create a new customer. After confirming a query, a new customer number is automatically generated and you can start entering the address.
• New address - Opens a dialog box to enter a new address data record that is assigned to the customer data record currently called up. The salutation and location are automatically maintained when a new address is created.
• New contact person - Opens a dialog box to enter a new contact person who is assigned to the customer record currently called up.
• New action - Opens a dialog box to enter a new action that is assigned to the customer data record currently called up.
• New service - Opens a dialog box to create a new service in the time recording, which is assigned to the currently called up customer data record. When selecting article numbers, all articles that are marked as service articles in the article management appear.
• New document - Used to create a new document for the customer via the Correspondence. After confirming a query, a new document is created in the Correspondencewhich is assigned to the customer currently called up. The default address of the called customer is used when creating this.
• New serial document - This function can be used to create a new mail merge document that is to be sent to all customer data records currently called up. In order to use this function effectively, all desired customer data records must first be called up. Further information on this topic can be found in the chapter "Searching, selecting and sorting data records". After selecting this function, a dialog box appears in which the date, person responsible, document name, the document template to be used and the print layout to be used can be selected. After clicking on the [New] a corresponding document is created in the Correspondence module for each customer data record called up.
• Scan document - This function can be used to scan a paper document and save it to the customer record called up. The text of the document is automatically recognized and saved during scanning if this function is activated under [Settings > Preferences > Devices] was activated.
• Archive file - This function can be used to save any file for the customer data record called up.
• New offer - Used to enter a new offer to the called customer via the module Invoicing. After confirming a query, a new offer is created in the Invoicing is created. The default address of the customer currently called up is used.
• New order - Used to enter a new order for the called customer via the Invoicing. After confirming a query, a new order is created in the Invoicing is created. The default address of the customer currently called up is used.
• New credit note - Used to enter a new credit note to the called customer via the module Invoicing. After confirming a query, a new credit note is created in the Invoicing is created. The default address of the customer currently called up is used.
• New invoice - Used to enter a new invoice to the called customer via the module Invoicing. After confirming a query, a new invoice is created in the Invoicing is created. The default address of the customer currently called up is used.
• New order - Used to enter a new order for the called customer via the module Invoicing. After confirming a query, a new order is created in the Invoicing is created. The default address of the customer currently called up is used.
• New direct debit - Use this function to create a new domestic direct debit for the customer data record called up. To do this, in the corresponding dialog box, fill in the fields Own account, transfer type, account holder, bank code, account number, reason for transfer and Amount from. After clicking on the [New] button, a new direct debit is created for the customer data record called up.
• New SEPA transfer - This function can be used to create a new SEPA transfer (SEPA direct debit or EU/SEPA credit transfer) for the customer called up. To do this, fill in the fields Own account, transfer type, account holder, BIC, IBAN, reason for payment, EzE reference and Amount from. After clicking on the [New] button, a new SEPA transfer is created for the selected customer data record.
• New SEPA mandate - To be able to carry out SEPA direct debits or EU/SEPA credit transfers, a SEPA mandate signed by the customer is first required. A form for a new SEPA mandate can be generated directly from gFM Business. To do this, fill in the fields Payment type, Reference, Name, Address, Postcode/city, Country, SWIFT BIC and IBAN in the corresponding dialog box. After clicking on the [New] button, a new SEPA mandate is created for the customer data record called up, which can be found under Invoicing > Cash book > SEPA mandates can be viewed and printed out.
• Export data - Allows the data export of all retrieved customer data records to an external file. Various file formats and special formats from logistics service providers are supported.
• Import data - This function can be used to import customer addresses into gFM-Business.
• Delete customers - This function can be used to delete the currently called up customer data record from the database.