A/R History Window Definitions

The A/R History Summary Tab shows you all the accounts receivable invoices for a specific customer's account. It displays the current customer's billing information and reviews the accounts receivable activity. Notice that several boxes in this tab, including the ID, Name, and Phone boxes appear in bold. Bold boxes indicate that you can use them to search. Click any box in the following list for information about the box.

Note: The information in the bottom section of this tab is shown in columns. Click the column heading to resort the data. This lets you find the information you need. For example, if you click the Invoice # column, you can sort the displayed invoices by invoice number, from highest to lowest. If you click the Payments column, you can sort the data by payment amount, and so on.

 

Journal

 

Customer

ID

Name

Address

Contact

Phone

Salesperson

Credit Limit

Status

Summary Invoice

O/E Exempt

 

Aging

90+ Days

60 Days

30 Days

Current

Balance

Avg Days

 

Last Payment

Date

Amount

Check No

 

All Invoices

 

Invoice Detail

C

Dept

Invoice #

Invoice Date

Charges

Payments

Balance (+/-)

Remarks

Check #

PO #

Long PO #

Disputed

Taker

AR Notes

 

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Viewing A/R History Summary