View Customer's Current Account

Accounts Receivable Menu -> Payments -> Cash Application Worksheet -> Account window -> View Customer's Current Account

Accounts Receivable Menu -> Statements -> Print Statement Letters -> Customer Edit List -> Details window -> View Customer's Current Account

Counter Menu -> Customer Documents -> Credit Warning -> ACCOUNT button -> View Customer's Current Account

This account inquiry displays the customer's current outstanding items including unpaid invoices, finance charges, and unapplied payments.
Any future dated documents are not included.

Click theEXP/CON button to view the billing name, site code, ship to name, and address. The source of the invoice is also displayed when applicable.
e.g. Contract, Work Order, etc.

The account aging group totals are displayed as of the current date, rather than aged as of month end.

To view a more detailed inquiry on the customer's account refer to A/R Account Inquiry.