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Open Customer – Opens the customer to see all their information including sales history and open sales orders.

Apply Finance Charges – Applies finance charges to this customer. This relies on the finance charge rate being set in Company Settings/Accounts Receivable/Monthly Interest Rate (%) and a setting on each Customer/Billing/Apply finance charges.

Navigation – Navigates between AR records based on the filtered and sorted list.

Contact Info – Customer contact and credit information.

Items

Refresh – Refreshes any new entries other users have posted.

Print – Prints report with the template of ‘Accounts Receivable’

Add – Adds an entry to the customer’s AR.

Apply – Applies payments or customer credits to an invoice.

Payment – Pays the selected invoice(s). The arrow beside the payment button is to void a selected payment. When voided it will automatically unlink.

Hold – Holds an invoice so it cannot be paid.

Show All – Show all entries including paid and applied.

Show Debits – Puts the payment on top with the invoices it paid indented below. The Show All button will also need to be depressed.

Payment is shown first with the invoices indented below. This makes it very clear what invoices the payment included.

Expand All – Expands the links for all transactions so as to see the invoices and related payment.

View Journal Entry – Views the journal entry of the highlighted transaction.

View Invoice – Views the invoice for the highlighted transaction.

Notes

Notes – Any number of notes can be added to accounts receivable.

Attachments

Attachments – Any number of attachments can be added to an item. Once attached the user simply double clicks the attachment and it will open in the default viewer for that type of document.

User Defined

User Defined – User defined fields can be added to track and/or print. (Spire UDF license required).

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