Account enquiry (customer)
The account enquiry provides overall status for the account and is viewed with the customer contact details and payment terms. It displays the account status in terms of account balance, aged debt of the balance, and trading figures for the current month, current year and last year. You can view the customer's website or send an email to the customer from the account. You can add, amend or delete files which are attached to the account, and add and view text memos for the account.
Use the customer account enquiry
Open: Sales Ledger > Sales Enquiries > Account Enquiry.
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Select the account you want to view.
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Choose the information that you want to view by selecting the appropriate tab:
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Company: Address and main contact details.
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Contacts: View all the contacts for this customer account. You can view contact details for each person, and check their job roles.
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General: Currency, VAT Code, default nominal accounts.
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Stationery: Statement and invoice layouts.
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Terms: Payment terms and settlement discount details.
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Credit: Credit terms and review status.
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Communications: View communications with your customers, for example when discussing payments due and disputes.
Select a communication and click View to read its details.
An * (asterisk) is displayed on the Communications tab if there are live communications that are not complete.
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Analysis Codes: Analysis codes and values.
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Aged Balances: Account balance for each ageing period. Choose to show this by transaction date, due date or calendar month.
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Turnover: Total value of invoices, credit notes and receipts / payments amounts for each period.
The invoice and credit note figures do not include the VAT.
The Receipts/Payments column does not include any settlement discounts due.
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Turnover by Year: Total value of invoices, credit notes and receipts / payments amounts for previous financial year.
The invoice and credit note figures do not include the VAT.
The Receipts/Payments column does not include any settlement discounts due.
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Attachments: Files associated with the customer.
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Memo: Notes about the customer account.
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To add memos, select the Memo tab and click Add.
The memo details are added, along with the date and time that it was added as well as the user who created the memo.
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By default, memos that you add will be marked as Active. This can be changed by selecting the active memo and clicking Set as Inactive.
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Select Show memo text to view the full text of the memo.
An * (asterisk) is displayed on the Memo tab if there are active memos.
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Pricing: The price bands the customer is linked to.
The order value and discount groups the customer is linked to, if you're using these.
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Alerts: Alerts are messages that are displayed when you select a customer account, so you can view reminders for a particular customer. Alerts can be displayed when you enter invoices, credit notes, orders, returns, quotations, pro forma invoices, project bills, or run a customer price enquiry.
An * (asterisk) is displayed on the Alerts tab if there are active alerts.
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