The Customer Account Enquiry window allows you to view the activity of a specified customer account. Actions such as generating an Interim Statement or transferring a transaction to a different account may also be taken from this window.
The Customer Account Enquiry window can be accessed from both the Customer Management and Retail Till modules.
From the Till module:
1. Click Enquiry.
2. Select 2. Customer Account Enquiry.
Or, from the Customer Management module:
1. Click Enquire.
2. Select 2. Customer Account Enquiry.
The Customer Account Enquiry window is displayed.
3.In the Customer field, enter the relevant customer’s name or Customer Number and press [Tab].
4. If required, select the relevant customer in the Customer Search window.
5. Click Okay to load the account data.
The account activity is displayed in the Customer Account Enquiry window.
Please refer to the image and table below for an explanation of the features of this window.
Option | Description |
a. Customer | Enter the relevant Customer Name or Number in this field and press [Tab]. Click Okay to load the account data. |
b. Modify | Click Modify to launch the Customer Editing window. |
c. Opening Balance | Displays the Opening Balance in the Transactions panel. Checked by default. |
d. Direct Debit | Checked for customers sent up for Direct Debit account payments. |
e. Show All Trans | Checked by default. When checked, all transactions where the specified customer is selected are displayed. Uncheck and press [Enter] to display only transactions charged to the account. |
f. Start date and End date | Enter the relevant date range for the transactions you wish to view. |
g. Trans. Type | Click the dropdown to filter to a specific transaction type. Choose from:
|
h. Transactions panel | Displays list of transactions based on the options selected. |
i. Ageing | Displays Current, 30 Days, 60 Days and 90+ Days aged totals. |
j. Next /Prev | Displays Next or Previous page of the listed transactions. |
k. Enquire | Select a transaction and click Enquire to view details of the transaction.
|
l. Transfer | Select a transaction and click Transfer to move the transaction to a different customer account. Refer to Transfer a transaction between customer accounts. |
m. Notes | Select a transaction and click Notes to add a note to the transaction. Refer to Add a Note to a Sales transaction. |
n. Interim Statement | Generate an Interim Statement. Refer to Print Interim Account Statements. |
o. Cancel | Close the Customer Account Enquiry window. |
