This is a great way to view the history of trading between you and your customer. It also shows the customer’s credit limit and balance as well as the total amount they have paid and the turnover for the year.
A summary of dealings you have had with the customer appear in a list. Each line in the list represents a transaction such as an invoice or payment.
To view the activity >Customers > double-click the required record > Activity.
Find out more about how to enter information in:
| Details | Defaults | Credit Control | Sales | Orders | Projects | Graphs | Activity | Bank | Communications | Memo |
To filter the transactions which appear, from the Show drop-down list, choose the criteria you require. If you choose Custom Range, a further window appears where you can define a transaction number range, date range and transaction type. The selections you make here are shown in the boxes alongside the Show drop-down list.
In the bottom right corner of the window, you can click the Show Details / Hide Details button. Show Details opens a window breaking down any selected transaction into its component parts. For example, a sales receipt is broken down into the invoices it paid off, where as a sales invoice lists any receipts allocated against it. Hide Details closes the window showing the detailed breakdown.
The following information appears in the Activity:
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A/C |
This shows the customer account reference. |
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Name |
This shows the name of the customer. |
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Credit Limit |
This shows the credit limit entered in the Credit Control tab. |
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Balance |
The current balance of the customer account. |
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Amount Paid |
Total receipts from this customer. |
|
Turnover YTD |
The year to date turnover value for this customer. This value is net of VAT. The YTD figure is taken from the Sales tab and clears when you run the year end routine. The value can be manually amended in the Sales tab. |
No |
The number of the transaction. |
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Type |
The following transaction types may appear: |
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Date |
The date of the transaction. |
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Ref |
The transaction reference. |
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Details |
Any details entered for the transaction. |
|
Amount |
The value of the transaction. |
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O/S |
The amount of the transaction that is still outstanding. |
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Debit |
If the transaction represents a debit, it is shown here. |
|
Credit |
If the transaction represents a credit, it is shown here. |
At the foot of the window aged balances appear, broken down into boxes according to the ageing method chosen in Settings > Customer Defaults > Ageing.
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