Customer Name

The name of the customer that was entered in the Profile view of the Card Information window appears in the left corner.

A/R Balance

This field displays the current outstanding balance of the sales for the selected customer. To open the Analyze Receivables window and view a summary list of the transactions that make up this balance, click the zoom arrow.

View

Choose to view all jobs for this customer, jobs for this customer that are 100% complete, or jobs for this customer that are incomplete.

Job column

This column displays the job number and name for each job that has been linked to this customer (based upon the selection in the View field).

Reimbursable column

An "X" appears in this column indicates that reimbursable expenses are being tracked for a job. The column is blank if reimbursable expenses aren't being tracked.

Percent Complete column

This column indicates the percentage of each job that is complete.

Net Profit (Loss) column

This column shows the net profit or loss for each job at this time.

Print button

Click this button to print the Jobs List report for this card.

New Job button

Click this button to open the New Job window, where you can record a new job for this customer. (Be sure to link the customer to the new job in the New Job window.)

Edit Job button

Click this button open the Edit Job window, where you can edit the selected job.

New button

Click this button to begin entering a new card in the Card Information window.

OK button

Click this button to close this window.