Question: I misspelled a customer’s name in the Customer section. How do I correct this?
Answer: If you have not yet raised an invoice for the customer, you can change the name by overtyping it. If you have raised an invoice for the client, exit from the customer database. Click the Utility menu pad on top of the Main Menu screen. Click Change Customer Name. Type in the password MOLNAR and press enter. Enter the old name then the name you want to change, and press OK.
Question: How to create opening balances for customers?
Answer: Enter customer details in the Customer Database. Raise a technical invoice for the customer. For invoice date, choose a date from last year. Press F9 for a new line. Enter 1 to quantity. Enter the outstanding amount in the unit price field. Write opening balance in the description field. Change the invoice status to work completed (this way the date will not change when printing). Now you can make a payment as the customer pays you. You can make opening balances for creditors using the same technique.
Question: Can I have weekly accounts for my customers?
Answer: You only can have monthly statements, but in the customer database you can change the settlement days to seven. So this will appear on the invoice.
Question: How can I change a cash customer to an account customer?
Answer: You can only change a cash customer to an account customer if payment has not yet been made and there is no outstanding for the given customer. Go to the customer database, find the customer and change the Monthly Statement box to Y. In the Debtors Invoice module double click on customer name on the invoice. Enter the password MOLNAR. Change the customer name to its own name. The system will change the cash status to account status on invoice. (If you change the name on the invoice, even for the same name, the vehicle details will be wiped out and you have to re-enter them.)
If payment has been made, or there is an outstanding, do the following. Go to customer invoice. Give discount on the invoice so the invoice total will be zero. (Press F9 for a new line, enter 1 for Quantity, enter the outstanding amount in the Unit price field with a minus sign before it.) Delete any payment in the Payment section. Do the same procedure as explained in the previous paragraph. Then delete the discount and re-enter deleted payments.
Question: How to make credit notes for customers?
Answer: Go to the menu bar on main menu screen, click Debtors, click Credit Adjustment Notes (second line).
Question: How to write registration reminder letters?
Answer: You can turn this option on in the System Setup Debtors1 section. On the invoice you can enter the next registration date. Click Vehicle Information/Optional Information. Enter due date in Rego Due Date section. To print Reminder letter, click Debtors on the menu bar. Click Reminder Letters/Registration Reminder. The Registration Reminder Letter screen appears. Enter the start and ending date and choose a type of letter and click OK.
Question: What paper do I need to print posting labels for my customers?
Answer: Use “Unistat” labels (33/sheet, order code: 38931).
Question: Why do I have a memo in the Customer section?
Answer: Memo is for recording specific information on customers.