Customer Information - Account

General Information

This screen tab contains a selectable list of the customer's invoices (orders and order parts) with their corresponding amounts and amounts paid. This screen tab also provides a button (RECORD A PAYMENT) to enable you to transfer to the Apply Customer Payments screen to record a payment for an invoice.

See Also

Customer Information

How to Use the Screen

You may select an invoice and view/edit the corresponding order by double clicking with your mouse or by pressing the ENTER key. When you SAVE the order after viewing, M.O.M. returns to the invoice list.

The list may be sorted using any column heading either in ascending or descending sequence. Click on the column heading to change the sort sequence.

Column Headings

INVOICE - the invoice number. In M.O.M., an invoice number is composed of the order number with a letter suffix indicating the order part. For example, 1234B is the invoice number for the second part of order number 1234.

INVOICE DATE - the date the invoice was generated in Order Processing.

DUE DATE - the date that payment is due for the invoice.

INVOICE AMOUNT - the charges on the invoice.

PAID AMOUNT - the amount (if any) paid to date on the invoice.

OUTSTANDING - the remaining balance (if any) for the charges for the invoice.

STATUS - the status of the payment for the invoice. Three status codes apply: CURRENT - indicates that the invoice amount due is within the allowable terms period defined for that customer. PAST-DUE - indicates that the invoice amount due is past the allowable terms period defined for that customer. PRE-PAYMENT - indicates that the invoice amount was paid prior to invoicing.

Payment and Statements

RECORD A PAYMENT- click this button to bring up the Apply Customer Payments screen to record a payment for an open invoice.

PRINT A   STATEMENT- click this button to print a statement of open invoices for this customer record.

Filtering the Invoice List

ONLY DISPLAY INVOICES WITH A STATUS OF- Select a status to filter the list on, choose either Past Due, Current, or Pre-Payment.

AMOUNT OF OR GREATER THAN

INVOICE AMT-   Filter the list for an invoice amount that is greater than or equal to the amount entered.

OUTSTANDING BAL- Filter the list for an invoice that  has an outstanding balance greater than or equal to the amount entered.

______ DAYS PAST DUE - Filter the list for an invoice that has reached a specified age.

INVOICED DATE- Filter the list for invoices between a specified date range.

Once a selection has been made, choose Process to apply the filter, or Reset to clear your selections.