Customer Open Items
The Customer Open Items screen displays a list of customer invoices and credit memos that are updated, but not fully paid. It also has the option to show items that are not yet updated. Images associated with the selected invoice (as indicated by the icon in the detail line) display in the right-hand side of this screen.
| Field/Button | Description |
|---|---|
| Customer code | Enter the customer code in this field. |
| Total open | The amount in this field represents the total of values displayed in the Balance due column. |
| Invoice | Select to view details for the selected invoice:
|
| Internal notes | Select this button to open the Invoice and Collection Notes window to display date-stamped note entries for a specific customer invoice. |
| Send invoice | Select this to link to the invoice form starting screen to re-print and/or email the form to the customer. The software opens the AR Invoice Form or Order Processing Invoice Print screen in a new tab, depending on the source of the highlighted invoice. Note: This link is hidden if you don't have authorization to print invoices. |
| Status | Select the invoice status from the following options:
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