Customer Detail

Choose this selection and enter a customer name in the field next to this field if you want to view detailed sales information about a specific customer. You can also select or create a customer record by clicking the search icon next to this field.

If you choose this selection, the list in the middle of the window will contain information about the specific sales that consist of the customer's activity with your business.

Customer Summary

Choose this selection if you want to view summary sales information about all customers you've entered in the AccountEdge system.

If you choose this selection, the list in the middle of the window will contain information about all customers' activity with your business.

Currency

If you marked the I Deal in Multicurrencies field in the System view of the Preferences window and you chose Customer Summary in this window, this field displays.

Select a currency from the list to display all the receivable balances for sales made in that currency.

Balances list

This list contains various information about the sales activity of a specific customer or all customers, depending upon whether you selected Customer Detail or Customer Summary at the top of the window.

Total Sales

This field displays the total balance of all sales you've entered.

Linked Receivables Account Balance

This field displays the balance of your linked receivables account. Before you begin entering using the Sales Command Center, the total balance of the historical sales you enter in the Historical Sale window should match the amount that appears here.

Out of Balance Amount

Before you begin entering using the Sales Command Center, this field displays the difference between the amount you entered for your linked receivables account in the Account Balances window (displayed in the Linked Receivables Account Balance field) and the amount you've entered for all historical sales (displayed in the Total Sales field).

To ensure your accounting records are as accurate as possible, the amount that appears in this field should be zero.

Total

This field displays the total balance of all sales for a specific customer. This field appears only when Customer Detail is selected at the top of the window.

Add Sale button

Click this button to open the Historical Sale window, where you can enter individual historical sales. Historical sales are open sales dated before your conversion month.

Close button

Click this button to leave this window.