Modified: 2018/04/12 11:47 by EricCrocker - Uncategorized

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Revenue Types

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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.





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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

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Columns

• Name - The name of the Revenue type.
• Trade - Checkbox to show what you have marked as trade.

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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.

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Merge\Multi Select

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. Edit

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.

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New Button

Clicking on the New button a creates a new RevenueType.

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Revenue Type

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Usage

• 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.

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FAQ

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Additional Information

See RevenueType.
See AR.
See Billing.
See Contracts.
See Customers.
See Reports.
See MyViews.
See Common UI Behaviors.