The Customer Account Inquiry utility allows entrée users to quickly see a summary of a customer's account status. All of the open invoices of a customer as well as the paid invoices of the current period in the invoice grid. Statistical information such as month and year to date sales as well as a sales breakdown window is quickly accessible. Key data relating to cash receipts an payment history is also a click away. Users can even maintain the customer notes file from the account inquiry window. This section will explain in detail how to use all of the features of the customer account inquiry window.

 

Access

 

 

 

The customer account inquiry window can also be opened from within Customer File Maintenance and the entrée Invoicing system by clicking the Account Inquiry button.