Card Information window

History view

To use this window | Fields in this window | To find this window

The Card Information window allows you to add, change, delete and view information about individual customers, vendors, employees and personal contacts -- known as cards.

The window has nine possible views:

Profile view
Card Details view

Selling Details view

Buying Details view

Payroll Details view

Payment Details view

Contact Log view

Jobs view

History view

The History view is available only when the card type is Customer, Vendor or Employee.

You can use the History view to view or enter monthly sales and purchases balances for your customers, vendors and employees. History information can be entered for up to five previous years, the current year and next year. Additional statistical information, such as average days to pay, is displayed for customers and vendors; you can use this information to help you identify your best customers and vendors.

Card Information window - History view