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. This field appears only if you're viewing a customer card. |
FY (Current Year) |
You can add or change month-by-month sales information for customer and employee cards and purchasing information for vendor cards. The annual total displayed below the monthly totals. |
FY (Previous Years or Next Year) |
Sales history for customer and employee cards and purchasing history for vendor cards is kept for the current year, next year and up to five previous years. Click the right and left arrows to view sales or purchasing information for the year you want. |
Customer Since |
Enter the date of the first sale to this customer. This field appears only if you're viewing a customer card. Use the Calendar function, if you like, to select and enter the date. |
Last Sale Date |
The last date of a sale to this customer is displayed. This field appears only if you're viewing a customer card. |
Last Payment Date |
The last date of a payment from this customer is displayed. This field appears only if you're viewing a customer card. |
Average Days to Pay |
This field shows the average number it's taken for this customer to pay you. This field appears only if you're viewing a customer card. |
Highest Inv Amount |
The highest invoice amount for all sales to this customer is displayed. This field appears only if you're viewing a customer card. |
Highest A/R Balance |
The highest accounts receivable balance that this customer has reached is displayed. This field appears only if you're viewing a customer card. |
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. |