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Use this form to view customer balance information, such as credit limits, credit limits remaining, amounts ordered, and amounts on packing slips in the default currency. If the credit limit type is set to on the tab in the form, credit information is not displayed.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Buttons
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Button |
Description |
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Open the form, where you can view information about a customer's open transactions. |
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Open the form, where you can view details about a customer's transactions, such as invoices, payments, interest, collection letters, and exchange adjustment transactions in the default currency. |
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Open the form, where you can to view aging bucket statistics for open customer transactions in the default currency. |
Fields
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Field |
Description |
|---|---|
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The identification number and name of the customer. The name is printed on documents, such as invoices and account statements. |
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The default currency code for the customer. |
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The amount that the customer owes. |
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Payments that the customer has made. |
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The amount of the customer's credit limit less the current balance. |
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The amount that the customer owes, displayed in the default currency. |
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Information about the customer, including account balance, credit limit, credit remaining, balance in currency, and orders. The selections that you make on the tab in the form affect the information that is displayed in this field.
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