Project Name
Lists and filters the cheques received from your customers. The received cheques are payments using bank cheques. If you select the payment method as Cheque, in the Receive Payments, this transaction is recorded as a cheque transaction. A Cheque transaction has the cheque number and the cheque date, so you can tell which cheque must be deposited by its date.
On the Customers menu, click Transaction List and then select Received Cheques
Note that you can mark the cheque transaction and change its status. To change the status of the cheque, right click the item and select Mark As. For example, if the customer's cheque was returned from the bank, for an insufficient fund, you can mark the cheque as Bounced. Please see Transaction Status for details about the transaction status.
If you want to |
Do this |
View transaction detail |
Select a transaction from the list and either double click that item or click Go to Transaction |
Filter transactions by a specific customer |
Select a customer from Customer list located in the list |
Filter by Dates |
Select the specified date from Dates list |
Custom Date: enter date yourself |
Select Custom Dates from Dates list. Scroll the list down and select Custom Dates. |
Mark the transaction |
Right click on the transaction and select Mark As, and then select the appropriate status. |