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Revenue Types
<div id="Text"> ==Revenue Types== [Settings|back] ((('''WORK IN PROGRESS''' - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by [SendSmile|sending us a smile].))) ===Layout=== This is where you determine the types for payments and/or adjustments made by your [Customers]. Most of the time, you won't need more than Cash (which covers credit cards and other payments using currency) and trade. It can be launched directly from [Settings]. <center>[image||{UP}RevenueTypes/Revtype4.png]</center> <center>[image||{UP}releasenotes/white28.gif]</center> ====Main Menu==== * '''File''' ** '''New''': Creates a new [RevenueType]. ** '''Open''': Opens the highlighted [RevenueType]. ** '''Print''': Prints the existing visible list. ** '''Print Preview''': Print previews the existing visible list. ** '''Close''': Closes the window. * '''View''' ** '''Archive''': Check-mark on/off to see archived revenue types. ** '''Trash''': Check-mark on/off to see trashed revenue types. ** '''Reset''': Reset the page to base settings. ** '''Refresh''': Refreshed the page ====Columns==== * '''Name''' - The name of the Revenue type. * '''Trade''' - Checkbox to show what you have marked as trade. ====Context Menu==== * '''Open''': Opens the highlighted [RevenueType]. * '''New''': Creates a new [RevenueType]. ** '''Merge''': Merge one revenue type into another and deletes. ** '''Archive''': Archives highlighted revenue type. ** '''Trash''': Trashes highlighted revenue type. ===Merge\Multi Select=== <center>[image||{UP}releasenotes/white30.gif]</center> Merge will move all allocated areas assigned from the original revenue type to the merged one, you assign it to, and then delete the original revenue type selected. Multi-Select allows you to Shift/Left click or ctrl/left click to gather a few revenue types and right click to open the Context menu and apply to all highlighted. ===Hot Keys=== * '''F1''': Launches the help system (requires correctly configured web browser). * '''F4''' or '''Ins''': Creates a new [RevenueType]. * '''F5''': Refreshes the view from the database. * '''F6''' or '''Esc''': Closes the window. * '''Enter''': Opens the highlighted [RevenueType]. * '''Home''': Moves the highlight line to the top of the list. * '''End''': Moves the highlight line to the bottom of the list. ====New Button==== Clicking on the New button a creates a new [RevenueType]. ==Revenue Type== ===Usage=== <center>[image||{UP}RevenueType/Revtype2.png]</center> * '''Name''': Name is the value that will be displayed everywhere including [Reports]. * '''Trade''': The trade checkbox is used to determine whether this revenue type will be treated as trade or not. The Name does not drive the system, it is this checkbox value that determines whether or not an [Invoice] is trade and thus restricts the types of payments and adjustments that can be applied to it in [AR]. ==FAQ== (((To Do))) ==Additional Information== (((To Do))) See [RevenueType].{br} See [AR].{br} See [Billing].{br} See [Contracts].{br} See [Customers].{br} See [Reports].{br} See [MyViews].{br} See [Common|Common UI Behaviors]. </div> <DIV class=transcludedpage> <div id="Side">{toc} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} </div> </div> <SCRIPT type=text/javascript> var navItem = document.getElementById('ManualTab'); navItem.className = 'active'; </SCRIPT>
Due to the nature of software development, information and content found on this website may not be representative of the current version(s).
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