View Customer Invoices or Payments

The Customer Invoice/Payment Inquiry screen allows the user to view a list of all Invoices and Payments for a specific Customer.

Pre-Requisites

1. Customers

2. Invoices (Optional)

3. Payments (Optional)

Step-by-Step Guide

1. Access the Receivables module.
    

2. Click Inquiries.
   
   
   

3. Click Customer Invoices/Payments.
   
   
   

4. In the Customer field, enter the Customer # (Short Name) of the Customer you wish to view.
    

5. If you do not know the Customer #

   1. Click the Search button.

   2. Type a "%" sign Search String text box.

   3. Click Browse.

   4. Use the screen to select/highlight the desired Customer.

   5. Click OK.
      
      
      

6. Click OK.
   
   
   

7. The Customer's Invoices/Payments data will appear.
   Click the tabs at the top of the window to switch between Customer Summary, Invoices, Payments, or Comments.