Table of Contents
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Overview
The Account Inquiry screen allows viewing of a customer’s account both in summary and detail. A quick aging of the customer’s account is shown along with all open documents. Other tabs on the screen allow viewing of the customer’s transaction history, credit history (history with your company), open orders, recurring invoices, deposits, refunds, notes and open calls.
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Detail
AR > AR Inquiry > Customer Account Inquiry
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This can be easily viewed by searching for 8220 using the Apply To column as shown below.
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The documents that were applied to the invoice 10013 are shown and it is easy to see the Cash Receipt applied to the invoice.
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The Credit History tab shows key information about the customer and their account with your company. The numbers on the Credit History tab are automatically recalculated each time the Credit History tab is opened.
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Customer Since - This is the date entered on the Customer Entry/Query screen and indicates the day the customer first started doing business with your company.
Highest Balance -This is the highest daily balance the customer has had with the company.
# Of NSF Checks - The total number of NSF Checks the customer has had with the company.
Total of NSF Checks - The total dollar amount of all NSF Checks entered on this customer.
Sales PTD - This is the total of all A/R documents (invoices, credit and debit memos) during the current General Ledger period. The document total is used in this calculation, not net sales.
Sales YTD - This is the total of all A/R documents (invoices, credit and debit memos) during the current fiscal year. The document total is used in this calculation, not net sales.
Sales Total - This is the total of all A/R documents (invoices, credit and debit memos) for this customer. The document total is used in this calculation, not net sales.
Payments PTD - This is the total of all cash receipts from this customer for the current General Ledger period.
Payments YTD - This is the total of all cash receipts from this customer for the current fiscal year.
Payments Total - This is the total of all cash receipts ever received from this customer.
Last Sale Date - This is the date of the last invoice created for this customer.
Last Sale Amount - This is the total invoice amount of the last invoice created for this customer.
Last Payment Date - Date of the last cash receipt from this customer.
Last Payment Amount - The amount of the last cash receipt from this customer.
Average Days To Pay - For the last 6 calendar months, the average number of days the customer took to pay invoices. Invoices are considered paid in full when the balance is zero. This is similar to the Average Days to pay report.
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