Customer Deposit Inquiry

Customer Deposit Inquiry

This module works much the same as the Customer Status Inquiry module except you will only be able to view open Deposits on a Customer’s account. The Credit Status screen looks similar to the one in the Customer Status Inquiry module. When you enter this module, after making a Customer selection, the main screen for this module appears as follows:



You can access Customer Notes (explained above in the Customer Status Inquiry module section) option from this screen by clicking on the icon. Also, if a Deposit is tied to a system Invoice, you can double-click to View/Print the Invoice. You can also right-click on an item to get the following options: View Job and View Invoice/Credit Memo.





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