What is the quickest way to see a customers aging totals and account balance?
Open the Invoice Manager and click on any one of the customer’s invoices so that it is highlighted, then choose Customer Data from the Invoice Menu (or click on the picture button with the red question mark). Not only does it show the customer aging, it also lists the last invoice number, payment and current account balance. However, we believe the Customer Statements provide the best history detail, as they show all invoices, payments and current account balance. You can also choose between all activity or only unpaid activity. It’s a great tool! Also see next question.
