A/R Last Payment / High Credit

Go To User Guide - Accounts Receivable

Accounting>File>Accounts Receivable>Last Payment/High Credit 

This option allows searching by Customer Name to view the last payment made by that customer on an order, as well as their highest balance to date.

How To:

1. To search for a particular customer, click the button located next to the First Name field. Doing so will bring up the Customer File. 
2. Select the appropriate customer by double-clicking on the name or highlighting the line and clicking the select button located at the top of the screen.
3. Click the Show Info, , button. All balances, payments, and payment dates for this customer will display on this screen.
4. The "High Credit Mark" information will be automatically highlighted and the Last Payment Date will be located to the right of the screen. Current A/R will also display below the last payment date.
   
   This information may be viewed for any customer in the customer file.
5. When completed click the Done button.