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Client AR Balance 3 Years, 3 Months ago
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Dear Adriano,
Can we look in client file to see customer balance owing?
gill
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Re:Client AR Balance 3 Years, 3 Months ago
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Gill,
In order to simply view it:
1)Go in the AR
2)Query Client
3)Click Totals area in the bottom right.
That’s all!
Adri
P.S. Otherwise you can do a Client Statement for open accounts only
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Re:Client AR Balance 3 Years, 3 Months ago
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Karma: 0
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Dear Adriano,
1. To find what a customer owes I do this: accounting, acc rec, query and bring up customer + the amount shows next to their name. (is this the easiest way?)
2. Now how to I tell if they have a credit?
Thank you gillian
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Re:Client AR Balance 3 Years, 3 Months ago
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Karma: 0
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Hi Gill,
There are 2 ways of achieving this:
1)You can check AR for Invoices and AP for Credits
2)You can run a New Statement 2 from AR in Print Preview which will give you Invoices and Credits on the same document with the actual balance and 0-30-60-90+ Outlook.
Catch you soon,
Adri
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