Click on Financials to open the Financials Pane of the Contact record.
The Contacts Financial Pane displays information from the Transactions Module. When the Contacts Financials Pane is selected, Work History is the first linked information viewed. It is possible to adjust the first bullet selection to view in Settings. SEE Contacts Module Settings.
- The Work History view displays the Contact's links to Invoice, Offer, Credit Memo, Consignment Transactions, and Exhibition Records.
- The Payments Received view displays the Contact's links to all payments made by the Contact for artwork purchased (Cash Receipt Transactions). (NOTE: Cash Sale Transactions are not included on this view.)
- The Outstanding Works view is for Contacts who are consignors to the database. The view displays the Contact's links to all Consigned Work records that have been Sold but the consignor has not been paid. Works appear on this view until the Source Contact (i.e. this Contact record) has been paid in full.
- The Payments Made view is for Contacts who are consignors to the database. The view displays links to Payments made to the Contact for sold consigned Work records.
Also note the bottom left of the Panel calculates total Balances: Receivables, Payables, and Net for the Contact. Users can add generic Net Terms for the Contact for Consignments in on the bottom right of the panel.