Viewing Customer Status
You can view the customer accounts receivables status in the Customer Payment Summary Inquiry window. This window contains the customer's aging and credit information including the most recent invoice and the most recent payment dates and amounts.
- Select Inquiry > Job Cost > Job Status.
- Select a job, then select Customer Status.
- Select a cost period and zoom on the Amount field to open the Receivables Transaction Inquiry - Customer window, which displays all accounts receivable documents for this customer including posted and unposted documents.
- In the Receivables Transaction Inquiry - Customer window, double-click the document number and zoom on the Document Number field to open the Receivables Transaction Inquiry Zoom window, showing transaction entry information for a specific document number.
- In the Receivables Transaction Inquiry Zoom window, select Distribution to open the Receivables Distributions Inquiry window, listing receivables accounts and debit or credit amounts.