Transaction Types - Billing and Debtors
Transaction Types
Debtors
Within the Debtor Enquiry screen, you will see a coulmn headed Transaction Type. By default this column is automatically included within the grid but can be removed if required. The Transaction Type column is available in the all three views (Adjustments, Receipts and Ledger).
The Transactions Types are classified as follows:
| Trans Type | Description |
| INV | Client Bill |
| CrN | Credit Note |
| RFP | Request for Payment |
| CrNRFP | Credit Note - Request for Payment |
| REC | Sales Receipt |
| WTAX | Witholding Tax |
| ADJ | Adjustment |
| DIS | Discount |
| B/Debt | Bad Debt |
| PROV | Provision |
Bills Tab
A column is present on the Clients’ Bills Tab (within the client record) called Transaction Type. By default, this column is available within the field chooser and can be added to the grid if required.
The Transactions Types are classified as follows:
| Trans Type | Description |
| INV | Client Bill |
| CrN | Credit Note |
| RFP | Request for Payment |
| CrNRFP | Credit Note - Request for Payment |
| W/O | Write Off |
Note: When any changes are made via the field chooser in the Billing enquiry, the screen should then be closed prior to changing the view to receipts, adjustments or selecting show zero.