Customer Inquiry

Open Customers > Customer Inquiry or use the main sidebar Customer Inquiry entry to review a customer's posted account activity.

Customer Inquiry brings together Charges, Payments, billing-document context, running balance, allocations, related invoice information, and reversals.

Header actions

• View Customer opens the related customer information.
• Refresh reloads the current inquiry results.
• Close leaves Customer Inquiry.

Filter account activity

• From and To limit results by date.
• Type limits results by transaction type.
• Billing Document narrows activity to the selected document context.
• Search finds matching activity using the available inquiry text.
• Apply runs the selected filters.
• Clear resets the filters.

Review results

The transaction history grid shows posted activity, the running balance, transaction details, and related billing-document references. Select applicable activity to use View Allocations, View Invoice, Reverse Transaction, or Print and Preview options where available.