How to Use AR Inquiry to Search for Customer Open Balance

Modified on Mon, 2 Mar at 4:26 PM

1. Click "AR Inquiry"

Screenshot of: Click "AR Inquiry"

2. Search for customer.

Screenshot of: Search for customer.

3. Select customer.

Screenshot of: Select customer.

4. Click "OK"

Screenshot of: Click "OK"

5. Highlight invoice.

Screenshot of: Highlight invoice.

6. Click "Invoice Details"

Screenshot of: Click "Invoice Details"

7. Click "Add Date/Time Stamp"

Screenshot of: Click "Add Date/Time Stamp"

8. Click "Customer Comments"

Screenshot of: Click "Customer Comments"

9. Click "Add Date/Time Stamp"

Screenshot of: Click "Add Date/Time Stamp"

10. Select "History" checkbox to view invoices that have been paid and are now in history.

**Note - When inputting the dates on the History view only transactions that happened within that date range will be returned in the data grid.**

Screenshot of: Select "History" checkbox to view invoices that have been paid and are now in history.