DSM Instructional – Retention

These instructions cover using the retention feature in DSM

Go to ACTION > FINANCIAL HISTORY

Look up your customer and hit OK:

NOTE:  You can also access the financial history from any customer screen as well.

 

You will see the following screen:

Notice that in a prior instructional, we made a payment.  The payment was a check for 500 dollars.  Shown here on the financial history screen is the status of the invoice in question.  To edit it or see the details, you may either double click the invoice or highlight it and click See details in the lower left hand of the screen.

 

1.        To enter in the retention amount, Enter the amount then a date marked as retention2

2.       Print the retention invoice if you wish

3.       Click OK to save the record.

 

Now we will see the customer financial history reflect as such:

 

End of document.