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The Customer Accounts window displays a customer's credit limit and available credit if you set Display Currency to Yes in the Find Customer Accounts window.

Receivables displays a customer's current account balances in your functional currency using the most recent exchange rate.

Prerequisites

   Enter customers

   Enter receipts

   Enter transactions

   To display a customer's account information in summary form:

1. Navigate to the Customer Accounts window.

2. Enter selection criteria in the Find Customer Accounts window. For example, enter a Collector, account Status, or the low and high values of outstanding Balances, Open Credits, Credit Limits, or Amounts Past Due to view only those accounts. Leave a field blank if you do not want to limit your query to accounts matching that criteria.

Suggestion: Check the Display Currency check box to view additional currency information such as Currency Code, Credit Limit, Credit Available, Entered Balance, Entered Amount Past Due, Entered Finance Charges, and Entered Open Credits. If you check this check box, you can further limit your query by entering a Currency code. To view each customer's Bill To location, check the Display Locations check box.

3. Choose Find.

   To view the total number and amount of a customer's transactions in summary form:

1. Navigate to the Account Overview window.

2. Enter the Customer Name or Number to view in the Find Account Overview window. To limit your query, enter selection criteria. For example, enter a Customer Name or Number, a range of Periods, transaction Status, or Amount Type to select only those transactions. Leave a field blank if you do not want to limit your query to transactions matching that criteria.

To view transaction totals by their entered amounts, choose an Amount Type of Original Amount. To view transaction totals by the amount due, choose an Amount Type of Amount Due Remaining. If you do not choose an Amount Type, Receivables displays transactions by the amount due.

Note: If you enter a Transaction Currency, items and amounts returned by your query will be based on the currency of your customer's transactions, not their receipts (in a cross currency receipt application, the receipt currency is not always the same as the transaction currency).

3. Choose Find.

4. To view the total number and amount of on time, late, non-sufficient funds (NSF), finance charges, and discounts for this customer, open the Key Indicators alternative region.

To view transactions for a different period, select a different period. To view transaction totals for more than one period, select a period, press and hold the Shift key, then select another period.

See Also

Viewing Account Balances by Aging Bucket

Past Due Invoice Report

Receivables Key Indicators - Daily and Summary Reports

Account Status Report

Customer Credit Snapshot