Followup:
Under this feature, any update against an invoice can be recorded in the system. In other words we can check what was the last update against the document in the system.
Go to Sales, then Transactions and then click on Followup.
Following page will open as shown in the below screenshot.
Now click on Show/hide Form button on bottom left of the page as shown in below screenshot.
Following page will appear as shown below.
Now you can load the customer for follow up in the customer column.
Once selected, the account history for the customer will be shown below.
Once the account history is loaded you may add your remarks with Next Follow up date in respective columns.
Now click on the save button.
Your record for follow up has been saved.
You may update / edit your record by clicking on the update button.
