Payments per Customer Analysis

Explanation

Use this activity to analyze payments made by a customer.

Prerequisites

Before querying for customer payments make sure to have entered the relevant customer payments. Details on payment address data are only available for payments created for a payment method that creates payment trace information.

System Effects

There are no system effects.

Window

Payments per Customer Analysis

Related Window Descriptions

Payments per Customer Analysis

Procedure

1. Open the Payments per Customer Analysis window.
2. Click Search and query for a Customer ID. If the Auto Populate check box is selected, all payments made for a selected customer will be displayed under Cash Transactions table. If it is not selected, search for the payment transactions you want to analyze by right-clicking and clicking Search in Context and entering the selection criteria.
3. Click on a cash transaction. For each selected cash transaction the corresponding ledger transaction is displayed under Ledger Transactions table.
4. Select a row in the table and right click and click to continue the analysis.