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Transaction Type Examples - Customers

Examples of transaction types for customers.

Setup Example – Customer Invoices

Screenshots and explanations on how to create a transaction type for Customer Invoices.

Setup Example – Quotations

Screenshots and explanations on how to create a transaction type for Quotations.

Setup Example – Customer Credit Notes

Screenshots and explanations on how to create a transaction type for Customer Credit Notes.

Setup Example – Delivery Notes

Screenshots and explanations on how to create a transaction type for Delivery Notes.

Setup Example – Customer Journals

Screenshots and explanations on how to create a transaction type for a Customer Journal.

Setup Example – Customer Receipts

Screenshots and explanations on how to create a transaction type for Customer Receipts.