This procedure can be used where clients are querying an unpaid amount or overdue account.
Go to: Clients menu > Client Details > select client > Activity.
The Client Activity window displays a list of every invoice and payment entered against the selected client for the date range displayed on the right side of the window. These dates can be overtyped if required.
The Client Balances are the Opening balance for the client, Activity for the period selected and Closing balance for the client in VisionVPM.
To only View Payments, clear the View Invoices check box, and click Rebuild.
Only the client payments will be displayed and you may find the disputed payment on this window.
To view all items again, select View Invoices and View Payments and click Rebuild.
You can print an Audit report by clicking Audit. This will produce a copy of what is on the Client Activity window for review with the client if required.
You can access invoice details on this window by selecting View Items. This splits the window into two parts. The top part shows the activity and the bottom part shows the contents of the highlighted invoice including any discount amounts for each individual item in an invoice.
You can open an invoice by double-clicking the required invoice, or by selecting the invoice and using Edit.
If the invoice has been previously printed the following message will be displayed:
If the invoice is dated prior to the Debtors Closing Date the following message will be displayed:
Payments cannot be viewed or edited.
Click Print to access print options for selected invoice(s).
To print multiple invoices, highlight the invoices you wish to print, and then click Print.
