Card Name

The name of the card 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.

FY (Current Year)

You can add or change month-by-month sales information for customer cards. The annual total displayed below the monthly totals.

If you'd like to use a calculator, select the plus sign ("+"), the asterisk ("*"), the equal sign ("=") or the space bar on your keyboard to launch the Calculator window.

FY (Previous Years or Next Year)

Sales history for customer cards is kept for the current year, next year and up to five previous years. Click the right and left arrows to view sales information for the year you want.

If you'd like to use a calculator, select the plus sign ("+"), the asterisk ("*"), the equal sign ("=") or the space bar on your keyboard to launch the Calculator window.

Customer Since

Enter the date of the first sale to this customer.

Select the space bar if you'd like to enter a date using FirstEdge's Calendar window.

Last Sale Date

The last date of a sale to this customer is displayed.

Select the space bar if you'd like to enter a date using FirstEdge's Calendar window.

Last Payment Date

The last date of a payment from this customer is displayed. Select the space bar if you'd like to enter a date using FirstEdge's Calendar window.

Average Days to Pay

This field shows the average number it's taken this customer to pay you.

Highest Inv Amount

The highest invoice amount for all sales to this customer is displayed.

Highest A/R Balance

The highest accounts receivable balance that this customer has reached is displayed.

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.