The AR Customer Enquiry function is useful to view transaction details for the specified AR customer.
From the Receivables module:
1. Navigate to the Enquiry menu.
2. Select 1. Customer Enquiry.
The Customer Account Enquiry window is displayed.
Refer to the table below for an explanation of the features of this window.
Field | Function | |
A | Customer | Enter the relevant AR Customer Code or use the arrow buttons to move through the list of AR customers. |
B | Modify | Launch the A.R. Customer Enquiry window to edit the AR Customer. |
C | Opening Balance | Deselect the checkbox to exclude opening balances from the list of transactions. |
D | Show Paid | Select this checkbox to include invoices that have been paid. |
E | Starting Date | The beginning of the date range you wish to view. |
F | Ending Date | The end of the date range you wish to view. |
G | Transaction details | This panel displays the transactions for the selected AR customer including:
|
H | Next/Prev | Navigate through the listed transactions. |
I | Change | Select a transaction and click Change to edit transaction details. |
J | Enquire | Select a transaction and click Enquire to view transaction details. |
K | Search | Launch the Search window to search for a particular transaction by Number. |
L | Copy | Select an invoice and click Copy to duplicate the invoice. |
M | Re-Print | Select an invoice and click Re-Print to print a copy of the invoice. |