Invoice History Inquiry

Invoice History Inquiry


This module keeps a record by Customer of every Invoice or Credit Memo ever processed in the system that is not currently reflected in the Customer Status Inquiry module. Data moves to this module when cleared items have been purged in the system through the End of Month Processing module or through the Purge Cleared Account Activity module. When you enter this module, after making a Customer selection, the system will prompt a Customer Invoice History screen as follows:



Highlight and double-click on an Item to View Detail and reprint, if applicable. This is the same option that is available in the Customer Status Inquiry module (explained above). Click Exit or hit Esc to return to the Accounts Receivable menu.





    • Related Articles

    • Purge Cleared Account Activity

      When an Invoice is paid in full, or a Credit Memo or prior payment is applied to an open item, those items will still show in the Customer Status Inquiry module and print out on the Detail Listing reports even though they have a zero balance. This ...

    • Invoice History Listing

      The Invoice History Listing will print a list of all Invoices for a Vendor within a specific date range, regardless of whether they have been cleared from the Vendor’s open account. When you enter this module, the screen will appear as follows: ...

    • A/P Recurring Items

      This module will allow you to set up recurring payables and quickly process those items every month. Only set up items in this module that are due on a recurring basis for the same amount. When you enter this module, the system will prompt an A/P ...

    • 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 ...

    • Customer Status Inquiry

      This module will allow you to view a Customer’s credit information as well as all the Open Items on their account, including Deposits, and also allow you to add Notes to individual Invoices. It is very useful module for the accounting department to ...