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Here, you'll find out how to view and specify the financial information stored against a User.
There are several areas of a User's record where there is financial information stored:
FinancialThe Financial area allows you to specify User-specific financial settings, such as whether they are Tax Exempt, their Sage Code, and which Currency they are using.
InvoicesHere, you will find any Invoices on the platform that are targeted towards this User. You can Re-target, Print, Email, etc. these Invoices from this DataGrid.
Credit NotesWithin the Credit Notes tab, you will find any Credit Notes on the platform that are targeted towards this User.
VouchersThe Vouchers area is where you can view Vouchers that have been issued to this User. You can also issue Vouchers to the User from this DataGrid.
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