Minimum Version Required: 22.01
Steps
How to View a Customer AR
1. Using Universal Search, navigate to the Customer Search Dashboard.
2. Search for a Customer using the filters provided, then click the Search button.
3. The Customer Information section shows information about this customer, including its AR Account and Credit Term.
4. The AR Account Summary section shows the basic breakdown of its current AR.
5. For a more detailed and actionable table view, click the AR Aging button.