How_do_I_show_the_billing_details_as_a_one_line_summary_

How do I show the billing details as a one-line summary?


Set up a category code to show the invoice/tax return and total balance on a single-line in the Allocations grid on the Enter Payments form.

 

Summarizing billing details

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Click to select the checkbox titled Summarize Billing Details.

Connect will display the transaction details on a single line in the Allocations grid.

 

Displaying billing details

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Click to deselect the checkbox titled Summarize Billing Details..

Connect will display each item on a separate line in the Allocations grid .

 


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