Customer Account (F5) Screen - Intro & Orientation
Quick Intro
The Customer Account screen is the central location for viewing and managing a customer's financial accounts. As well as providing full visibility on a customer's debts and payments, it also contains shortcuts to a variety of billing functions, including invoicing, crediting, receipting, statements, and Direct Debit management.
This article is correct as of Havenstar version 3.34.
Where To Find It
The quickest way is to use the F5 shortcut on your keyboard.
Alternatively, you can use the Nav Bar. Under the Accounts section, select Customer Account.
Finally, in the Active Boat Bar, clicking the customer's balance value also opens this screen.
Orientation
The Customer Account screen is divided into four main areas:
- Customer Information Tabs (top) – Contains customer, vessel, berth, contract, contact, and document information.
- Stay Details Panel (top right) – Displays arrival, departure, contract dates, and berth location information.
- Transaction History Grid (centre) – Lists all invoices, receipts, refunds, and credit notes.
- Account Summary & Actions (bottom) – Provides quick access to account functions and displays outstanding balances, deposits, and debt ageing information.
Key Functions
From this screen, you can perform the following key actions:
- Billing - use the Invoice button to open the Raise Invoice screen, for ad hoc billing, or the Credit Inv Lines button for crediting.
- Viewing - double-click on any transaction in the main grid to preview that transaction in PDF form. From here, you can also print or email the document.
- Receipting - right-click on any transaction in the main grid to access the Quick Receipt function, or use the Input Receipts button to record ad hoc receipts and refunds on the account.
- Allocations - use the Allocations button to view and cancel existing allocations between transactions, or use the Input Receipts button to create new allocations.
- Statements - use the Statement button to access the Print Statement screen, where you can print or email customers' statements.
- Direct Debits - if you have this module, use the Direct Debit button to open the customer's current Direct Debit for management.
- Deposits - use the Input Receipts button to add new deposits to the account, or use the Deposits button to call off existing deposits.
This is just an overview - refer to the relevant article(s) for more specific detail on how to perform these functions.
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