Query - Customer Payment Matching

Explanation

This activity is used to get an overall picture of the customer. All the invoices and payments relating to a customer will be shown here, including the matching identity for each item which can be used to identify what payments are connected to what invoices.

Prerequisites

This activity requires customer invoices which are matched with customer payments to exist.

System Effects

This activity has no system effects.

Window

Customer Payment Matching Analysis

Related Window Descriptions

Customer Payment Matching Analysis

Procedure

To view payment matching information for a selected customer:

1. Open the Customer Payment Matching Analysis window.
2. Select the Auto Populate check box if you want the table to be populated with all the invoices/prepayments and payments of the customer you select to view in this window. Clear the check box if you want to view only one or more selected invoices/prepayments and/or payments.
3. Query for the customer ID for which you want to view payment matching information.
4. If you did not select the Auto Populate check box before querying for the customer, query for the invoices/prepayments and/or payments you want to view in the table.