Use this window to view detailed information of AR ledger items connected to a customer (s) and, to enter or modify certain information related to AR ledger items such as, notes (both for the customer and for single ledger items), installment plan for unpaid items, Difference Codes and Payment References. If the customer is a one-time customer, you can view and modify customer specific information of the item such as the name and address of the customer, tax number, AR contact information, payment method and payment address.
You can use this window to view general information for each customer, such as Customer ID and name, tax withholding or reporting status, current balance, due amount, advance invoice balance, AR Contact, the default Reminder and Interest templates and the City connected to the default document address.
Payer analysis can be performed in this window by selecting the Payer Perspective check box. In addition, this window can also be used to view the customer details with any applicable interest and fine amounts as well.
For the description of each tab in the window, follow the appropriate link: Ledger Items, Payments, Balances per Currency
Queries
Customer Credit Management
Queries Invoicing
Queries Customer Payments
Follow Up Payment File Traceability
Customer Analysis
Customer Payment Details Analysis
Customer Payments per Invoice l Prepayment Analysis