Review
a Customer's Status
How Do I...
To review a customer's status from the Maintain Customers/Prospects
window:
- From the Maintain
menu, select Customers/Prospects.
Sage 50 displays the Maintain Customers/Prospects window.
- Enter or select the ID of the customer record
you want to view.
- To compare the customer's balance to his or her
credit line, you can compare the current balance on the General tab with the credit limit on the Payment & Credit tab. If you click the balance shown on the General tab, Sage 50 displays a balance forward and the transactions for
the current accounting period.
- To see the customer's history, select the History tab.
If you want to see historical information about the customer, you
can display or print the Customer
Ledger report from the Reports menu.
What do you want to do next?