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When the user clicks the blue magnifying glass, they will be brought to the credit details screen. This screen allows the user to review the credit details of the customer in order to help them make a credit decision. 

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At the top is the header message that lets the user know how much over limit or past due the customer is:

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Credit

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This section lets the user know what the customer's credit limit is, the date that credit limit went into effect, and what their credit limit override is set to. It also shows the highest credit balance that they have carried.  


Payment

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This section displays information regarding customer payments. It will display the last payment date, amount, and check number. It also displays the customer's payment tetms.

 

Aging

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Displays the customer aging information.

 

Invoice

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Shows the details of the last invoice generated for the customer including the number, date, and amount. 


Calculation

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The calculation section shows the the amount that the customer is over their credit limit. It breaks down their outstanding invoices, orders that have been approved, orders that are in the queue, and additional funds that have not yet been applied to invoices.  


Customer

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This section will show if this customer has a super customer, their phone number and their first invoice date.