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Marlin GTX enables BSB and account number details or comments to be added automatically to invoices and statements for specific customer groups.
Adding BSB and Account Number Details onto Invoices
Select System > System Files > Customers > Sales Analysis Codes from the menu toolbar.
Select the customer type (eg. 30 Day customers), click on the Change to Edit Mode icon, enter the information into the Invoice Message area, then click on the Save icon.
Repeat this process for other customer types if required.
Please see Adding Comments to Invoices & Statements in the Learning Marlin GTX section.
Adding a Comment onto Invoices
Select System > System Files > Customers > Sales Analysis Codes from the menu toolbar.
Select the customer type (eg. 30 Day customers), click on the Change to Edit Mode icon, enter the information into the Invoice Message area, then click on the Save icon.
Repeat this process for other customer types if required.
Adding Comments to Invoices and Statements
Sales Analysis Codes (SACs) are used to group similar customers, for example 7 Day customers, 14 Day customers, 30 Day customers and so on, as shown in the Marlin GTX Reporting Structure.
By editing the details of a particular SAC you can automatically include comments on all invoices and statements generated for that group of customers.
To do this, select System > System Files > Customers > Sales Analysis Codes from the menu toolbar.
Click on the relevant SAC to select it then click on the Edit icon.
Enter up to 2 lines to be included on Invoices and up to 2 lines to be included on Statements, then click on the Save icon.
These comments will be included on all invoices and statements generated for customers belonging to this SAC until you return here and delete or change them.