Customer Enquiry provides extensive financial information about a customer, including their current balance, previous transactions and where the customer account is referenced.
There are two options to access the Enquiry screens for a customer account:
1) From within the Customer account select Enquiry from the toolbar. Enquiry opens on the default Transactions tab.
2) From the Customers module main screen - click on the spill buttons at the end of the row. Hover over Enquiry on the menu and select the Enquiry option to open.
The Transactions tab lists all transactions against a customer account. The default setting is to show only Outstanding transactions. Clear the filters and apply as required to change the display list.
Drill into transactions for more detailed information. There are two ways to do this with each providing different information:
- The Source column opens a read-only view of the original transaction
- Clicking anywhere else on the row opens the Enquiry screen which shows all of the transactions associated with the invoice including which GL accounts were used.
The Balances tab shows outstanding balances grouped by the current month, monthly for the previous three months and forward or deferred balances.
Totals are separated to include or exclude Forward/Deferred balances.
The Invoices tab shows all Posted invoices recorded against the customer account. The Invoice status is indicated by badges beside the invoice number. Click on an invoice to open a copy of the invoice to review details.
The spill buttons at the end of a row provide more options for the invoice, including to add a payment, download a copy of the invoice or delivery information or view the Enquiry details of the invoice.
The Quotes tab shows all quotes and estimates that have been provided to a customer. A badge beside each quote number indicates the Status of the Quote eg Accepted, Active.
The spill buttons at the end of the row provide further options to work with the Quote including downloading a copy or deletion.
Payments are displayed on the Payments tab. Click into a payment for more information relating to it.
The spill buttons at the end of the row provide further options to work with the payment including reversing or refunding it and further investigating Enquiry options against the payment.
The References tab lists a count by transaction type of all transactions against a Customer account.
When a Customer account has been referenced it is unable to be deleted. The References tab provides acknowledgement of transactions made against a Customer.