Reviewing a customer’s balance history report

If you want to review a customer’s balance history you can easily do so in the Customer Account window.

  1. To access the Customer Account window, find the customer in either the Data Entry or POS window and click the Invoice & Payments button.
  2. Click the Invoices tab.
  3. Click the Balance History Report button.
  4. This will create a list of the customer’s transactions and balance history, including the customer’s current balance. You can now print, email, open the report in Word or Excel, or save it as a HTML or CSV file.
  5. Click Close to finish.

 

 

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