Functions: Customers

Quickly look up a customer's account
To do these business operations... Use these functions
View a "snapshot" of a customer's charges, payments, and balance due. The customer status window shows invoice activity through the current 21st Century Accounting date. You can include paid invoices in the window by checking the "Show paid invoices" box in the Status window. Enter the customer ID or name and click the Preview button. Receivables
  Customer Status
    
Print hardcopies of posted sales invoices, credit memos, and debit memos from the Customer Status window. Double-click an invoice number in the Customer Status window to open the invoice in the Preview window. Then click the printer icon to print the invoice. Similar to printing posted invoices from the Invoice Journal Preview window, except you can print multiple invoices with fewer keystrokes from the Customer Status window. Receivables
  Customer Status
  • Double-click invoice number.