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Customer Payment History
Accounts Receivable >> Review Records >> Payment History
This process provides a form from which you may select individual customers. The system will list all of the paid invoices on file for the selected customer.
For more information on a single invoice, double click on any line and the system will bring up a more detailed view of the invoice. The detail view will display customer name and address, invoice dates, general ledger numbers and job cost numbers the invoice was charged against, discounts and any payment information.
A report of what is displayed on the screen can be printed by selecting the [Print] button from the toolbar or by choosing File and Print (Alt + F + P) from the Module bar.
Choose the [Print Preview] button to display the report in Print Preview. From there you can send the information via mail or fax. You can also send the information to Microsoft Word or Excel by clicking on the appropriate toolbar button.