Customer Open Items

The Customer Open Items screen will display a list of customer invoices and credit memos that are updated, but not fully paid yet. In addition, this screen will also have the option to show items that are not yet updated. Images associated with the selected invoice (as indicated by the icon in the detail line) will display in the right-hand side of this screen.

Field/Button

Description

Customer code

Enter the customer code in this field.

Total open

The amount in this field represents the total of values displayed in the Balance due column.

Invoice

Click this button to view details for the selected invoice:

Internal notes

Click this button to open the Invoice and Collection Notes window to display date-stamped note entries for a specific customer invoice.

Send invoice

Click this to link to the invoice form starting screen to re-print and/or email the form to the customer. The software will open the AR Invoice Form or Order Processing Invoice Print screen in a new tab, depending on the source of the highlighted invoice.

Note:

This link will be hidden if the user does not have authorization to print invoices.

If you are using Axia ePay, a convenient hyperlink saying "Click here to PAY NOW with credit card" will appear in the message text when you are sending an e-mail containing an invoice to your customers.

Status

Select the invoice status from the following options:

  • Open items (updated)

  • Unposted draw requests

  • Unposted A/R invoices

  • Unposted Order Processing invoices