Customer Payment History Inquiry

Menu Path: Accounts Receivable $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Payment History Inquiry

Purpose

Review payments made by a paying customer.

Overview

Use Customer Payment History Inquiry to review all prior payments by a paying customer. If you do not know the paying customer, you can enter the billing customer and the associated paying customer is selected automatically.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Payment History Inquiry window.
Show Data	Click this button to display data based on the selected criteria.
Payment Image	Click this button to display the payment image (if one was entered for the payment).
Customer Prepayment Entry	Click this button to display Customer Prepayment Entry, which allows you to associate sales orders with a selected prepayment. This button is only enabled if you select a prepayment.

Inquiry Tab Fields and Buttons

Field or Button	Description
Billing Customer Code	Enter a billing customer code if you do not know the paying customer for which you want to display payments, or click the Lookup button to select a billing customer code. For more information, see Structure and Concepts.
Name (Billing Customer)	Enter a billing customer name if you do not know the paying customer for which you want to display payments, or click the Lookup button to select a billing customer name. For more information, see Structure and Concepts.
Payer Customer Code	Enter a paying customer code for which to display payments, or click the Lookup button to select a paying customer code. For more information, see Structure and Concepts.
Name (Payer Customer)	Enter a paying customer name for which to display payments, or click the Lookup button to select a paying customer name. For more information, see Structure and Concepts.
Primary Sort	Click the Lookup button to select the primary method of sorting payments in the Payments grid.
Secondary Sort	Click the Lookup button to select the secondary method of sorting payments in the Payments grid.
Payments	This grid displays payment information for the selected customer. This grid includes the following columns: Payment ID - This column displays the payment ID for each payment. Payment Date - This column displays the payment date for each payment. Payment Amount - This column displays the amount of each payment. Payment Method - This column displays the method for each payment. Ref # - This column displays the reference number assigned to each payment. For more information, see accounts receivable reference types. Payment Currency - This column displays the currency for each payment. Batch ID - This column displays the batch number for each payment. Prepayment - The check box in this column is selected for prepayment transactions. Batch Remark - This column displays the remark associated with the batch for each payment.