Collapse AllExpand All

2.6.8.  Customer History

To view customer history, go to Accounting > Accounts Receivable > Report > Customer History. The following screen will appear:

Customer History

When displaying customer history, you are presented with the following options:

Selection

Specify your customer selection:

Customer #

Enter the customer number of the customer whose history you want to display.

Document Date Range

Specify the date range for documents you want to include in the display:

Start Date

Documents whose document date falls on and following this date will be displayed.

End Date

Documents whose document date falls on and before this date will be displayed.

Customer History

Display lists customer history, using the specified parameters. This display is a nested list, with a plus sign (+) located to the far left of the display next to each document that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the document.