Viewing Financial Summary

From the Customer Financial Analysis screen, on the Order and Transaction Analysis tab, highlight the appropriate order and click Financial Summary to display the balance for the displayed orders. The orders displayed depend on the checkboxes selected. This differs from the Customer Balance tab because that tab displays the balance on all orders.

See Also:

·            Overview: Customer Financial Analysis

·            Writing Off a Balance

·            Creating a Refund

·            Receipt Transfers

·            Paying the Selected Order

·            Paying Open Orders

·            Creating an Advanced Adjustment

·            Viewing Transaction Details

·            Reversing a Receipt

·            Reversing a Refund