Customer Accounts in Detail

The Accounts tab located at the top of the customer maintenance screen will display the customer account details. 

 

 

  • The Account Balance is displayed at the bottom right of this screen.
  • InvoicesCredit Nos and Customer Payments can be processed from this screen

 

“<>0” Button

This function will display all outstanding items with a balance not equal to Zero .

“Show All”  Button

This function will display all items on the customer .

 

Customer Sales Stats

Clicking this button will display the following screen

 

 

This screen shows the summary of the sales transactions for the selected customer for a given Date period. The date can be changed to the period required. Each of the columns can be sorted by double clicking on the column heading.

 

 

 

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