Customer Financial Tab

Purpose

Displays miscellaneous financial summary information for the selected customer.

 

Usage

1. Examine the financial information.

This card shows a list of various bits of miscellaneous financial information for the selected customer. They are as follows:

 

Current Balance - The amount owed by the customer for each aging period. These periods can be set in the Sales Preferences.

Sales - The total amount sold to the customer during the indicated time span.

 

Payments - The amount paid by the customer.

Write Offs - The amount written off as unrecoverable.

# Invoices - The total number of invoices sent to the customer during the indicated time span.

Highest Balance - The greatest balance ever owed by the customer to you.

Avg. Days to Pay - The average length of time it takes to receive money from this customer.

2. Recalculate the form.

Press the recalc button to refresh the values on this form.