Customer Balances window

The Customer Balances window allows you to view the sales amounts that make up the balance of your linked receivables account. You can enter historical sales transactions from this window.

Note that you should enter an opening balance for your linked receivables account in the Account Opening Balances window before you enter any historical sales.

Field Descriptions

Selected Customer/All Customers

You can search for a customer by clicking:

■	Customer Detail. Select this option and enter a customer name in the adjacent field. Sales activity for this customer appear in the window.

■	Customer Summary. Select this option to view summary sales information about all customers you’ve entered in your company file.

Currency

If you selected the I Deal in Multicurrencies option in the System view of the Preferences window and you chose Customer Summary, this field appears.

Select a currency from the list to display all the receivables balances for sales made in that currency.

Balances list

This list contains sales activity information according to your selections at the top of the window.

Total Sales

This field displays the total balance of all sales you’ve entered.

Linked Receivables Account Balance

This field displays the balance of your linked receivables account. Before you begin entering sales in the Sales Command Center, the total balance of the historical sales you enter in the Historical Sale window should match the amount that appears here.

Out of Balance Amount

This field displays the difference between the amount you entered for your linked receivables account in the Account Balances window and the amount you’ve entered for all historical sales. Before you begin entering sales in the Sales Command Centre, this amount should be zero.

Total

This field displays the total balance of all sales for a specific customer. This field appears only when Customer Detail is selected at the top of the window.

Add Sale

Click to open the Historical Sale window, where you can enter individual historical sales.

Close

Click to close this window.

Tips for this window

Related topics

■	Set up sales

■	Enter account opening balances