Displaying Customer A/R Balance

 

To display customer A/R balance, select the Customers icon from the main menu. (Navigation Keys Overview)

 

Select the customer whose account balance you would like to see, and it is listed in the Current AR Balance field.

AR_on_customer_screen.png

 

 

A/R Balance will also be displayed on the transaction screen during a sale.

Displaying_Customer_AR_Balance.JPG

 

 

You can print a customer's AR statement from the customer screen as well.

As before, navigate to the customer screen and select the customer whose account you would like to view. Then, on the lower screen click on the more_tab_2.png tab. (If this tab is not visible then use the scrollbar to scroll the lower screen to the right, or if you are running in a higher resolution you can simply procede to the next step.)

more_arrow.png

 

 

 With the lower customer screen scrolled to the right, you will see a box labelled AR Statement.

Displaying_Customer_AR_Balance2.JPG

 

Use the start and end date fields to select the period of AR activity you would like to include on your printout, and then select the type of statement you would like to print.

print_ar_statement_button.png will print a simplified statement listing each AR transaction on the selected account.

print_ar_statement_with_details.png will print a more detailed statement listing the items in each AR transaction.

 

 

 Related Articles

-Aging A/R Interest

-Setting a Maximum A/R Limit

 

 Article written with AmberPOS version 4.14.05.05

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk