Account Enquiry

This window has similar appearance and search functionality to the Receive Payments window but does not allow the operator to create or apply payments or credits. Its purpose is to allow the operator to quickly locate and view details of invoices, credits, and payments.

Pressing F4: Item Search gives access to a further search window which can locate jobs and charges by various criteria.

Most of this functionality is now available in other windows (Job Despatch window, Prepare Items for Invoicing, Receive Payments), so this window may be discontinued in future releases.

To view Invoices, credits, and payments for a Customer, enter the Customer's account number next to the F6:Customer button or press the F6: Customer button to select from a list of customers.

To locate a specific invoice, enter the invoice number in the field provided.

Use the checkboxes to show items which have already been processed.