How to View Customer Credit Information
How to View Customer Credit Information
The Credit Information screen allows the user to view the summary of customer's credits, payments and past due information.
- From TM menu, open the Customer Inquiry screen.
- Click the Credit toolbar button. This will open the customer's credit information.
The following details is displayed in customer's Credit Information:
- YTD Service Charge
- Last Payment
- Last Invoice Date
- High Credit
- High Past Due
- Average Days Pay Base on the number of invoices
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