Quick Instructions

1a. Enter the customer number in the Customer Number field of the company to view their account.

 

 

Or

1b. Click the Search button and use the Customer Search features to find the desired customer.

 

 

2.When the customer is found in the search window click the record then click OK in the Customer Search screen.

 

3.   The screen areas include the Customer, Account, Customer image, Invoice grid, Receipts and Payments, Breakdown, View Invoice and the Open Receivables Aging area at the bottom of the screen (below).

 

 

4.   When finished viewing the account and using the Customer Account Inquiry features click the Close button.