Skip to main content

Customer Enquiry

Video training Manual 2020 - Click Here

Video training Manual 2019 - Click Here

The customer inquiry window allows you to view the customer at a quick glance Information on invoices in payments.

This can be accessed at the customer setup or if you edit the customer you will also see this button.

 

Customer SinceDate the customer was opened
Last Invoice DateLast invoice date
Last Invoice AmountLast Invoice amount excluding Tax
Last Payment DateLast payment date
Last Payment AmountLast payment amount
Average Days to PaymentThe system adds all the days between the Invoice Date and the payment date then divides the total by the number of payments.
Highest Invoice AmountHighest invoice amount 
Highest AR BalanceHighest last Age Analysis balance
Credit LimitCredit limit allocated