Banking Sheets

• Navigate to the Banking Sheet page by typing in Banking Sheet to the Search for anything bar.
• Select Actions>Add Banking Sheet. 

• Select the Customer and the Status of the Banking Sheet from the drop-down menu. 
• Click Create. 

• Select the Cash On Deliveries tab.
• Click +Add CODs to Banking Sheet. 

• Select the COD's you wish to add to the Banking Sheet by ticking the Select box.
• Once all COD's have been selected, click Add CODs to Banking Sheet or Add CODs to Banking Sheet, Update to Received at Depot and Mark Completed.
• Or, if you would like to create a new COD, select +Add new cash on delivery. 

Once you have created your Banking Sheet you can use the View Banking Sheet Screen. 

Edit Banking Sheet

• Select Edit to edit the Banking Sheet.

Update Status

• Select Change Status. 
• Select Update to Banked or Update to Returned to Customer, depending on what status you wish to update it to. 

Export Banking Sheet

• Select Export Excel. 
• Open the downloaded file. 

• Navigate to the Banking Sheets page by typing in Banking Sheets to the Search for anything. 
• Select the Banking Sheets you wish to export using the tick select box. 
• Select Export Banking Sheets.

• Open the downloaded file. All Banking Sheets will appear on the one page.