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Viewing AR for a single Customer

Distributor steps for checking one customer's AR balance, AR account and credit term in Encompass from the Customer Search dashboard, then opening AR Aging for detail. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

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

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