Customer Invoices Analysis

Explanation

This activity is used to obtain information about customer invoices, both unpaid and paid and to study or modify the proposed installment plan for the invoice.  It is also possible to modify payment term information for a selected invoice or invoices( for AR queries).

Prerequisites

This activity requires that customer invoices have been entered.

System Effects

There are no system effects as a result of this activity.

Window

Customer Invoices Analysis

Related Window Descriptions

Customer Invoices
Customer Installment Plan and Discounts

Procedure

To query for customer invoices:

1. Open Customer Invoices Analysis window. 
2. Use the query or populate function to find the relevant customer invoices.
3. To view or modify installment plan details for an invoice, select a record, right-click and then click Customer Installment Plan.
4. View or modify the information in the Customer Installment Plan and Discounts window.

To replace payment term information for invoices (Menu Path: Payment\AR Queries and Reports\Query-Customer Invoices):

1. Open the Customer Invoices Analysis window.
2. Query for the invoices, select the invoices you want to modify and right click and select the Modify Payment Term Information option. This option will be available for all invoices not in the state Printed, Cancelled, PaidPosted or PartlyPaidPosted.
3. Select the payment term from the List of Values. This will replace the payment terms of the selected invoice or invoices.
4. Enter the payment term base date in the Pay Term Base Date field. This will replace the payment terms of the selected invoice or invoices.
5. Select the Run in Background check box. This is optional.
6. Click Ok.