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.