Payments per Customer Analysis
Explanation
Use this activity to analyze payments made by a customer.
Prerequisites
Before querying for customer payments make sure to have entered the relevant
customer payments. Details on payment address data are
only available for payments created for a payment method that creates payment
trace information.
System Effects
There are no system effects.
Window
Payments per Customer Analysis
Related Window Descriptions
Payments per Customer Analysis
Procedure
- Open the Payments per Customer
Analysis window.
- Click Search and query for a Customer ID.
If the Auto Populate check box is selected, all payments made for a
selected customer will be displayed under Cash Transactions table.
If it is not selected, search
for the payment transactions you want to analyze by right-clicking and clicking
Search in Context and entering the selection criteria.
- Click on a cash transaction. For each selected cash transaction the
corresponding ledger transaction is displayed under Ledger Transactions
table.
- Select a row in the table and right click and
click to continue the
analysis.