Balances

Balances for the Customer as at the end of the previous three periods as well as current and future periods. Total is the net effect of the combined balances (negative or positive). Use tabs to toggle between the base currency and foreign currency.

Sales & Receipts

Details of Sales and Receipts for the Customer. These can be useful when negotiating pricing or discussing credit issues.

Avg Days to Pay

Average Days to Pay, calculated as Number Of Invoices Paid / Total Days To Pay.

Days to Pay for a transaction is calculated as the interval between the transaction date and the Date Fully Paid drawn from the allocation.

Sales & Balance History

Sales and balances across all periods. The first period for each year is highlighted yellow. Fields can be customised to show base currency if required. The Last History period is shown for Inactive records.

Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12

Zoom to form view to see the Customer Balances line details.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Print (Ctrl+P)

Print a report of AR Balances for the selected Customer or save as an Excel worksheet or PDF file to send by email.

Refresh (F5)

Reloads changes other users may have made.

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

Open Budget (Alt+U)

Open the AR Customer Budget for the Customer.