Customer Window Definitions

From the Master Menu, double-click . When the Customer window opens, click the Credit tab. You can also access this tab by typing Alt + E while in the Customer window. This tab contains information about a customer's credit and summary billing. Information is stored in the C-AUX file and is updated when a ticket moves to Status B.

 

Click each box below for more information.

 

Credit Limit

Start Limit

 

Last Payment

Date

Amount

Check No

 

Aging

Balance

Current

30 Days

60 Days

90+ Days

 

High Credit

YTD

Last Year

 

Summary Billing

Summary Freq.

Days: First/Last

Last Date

Next Date

Last #

Current #

Formats Inv.

Usage

Exclude Serial Orders

Exclude Furniture Orders