Difference between revisions of "Find Customer Billing Account Screen"
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− | This screen allows you to search for a customer | + | This screen allows you to search for a customer credit account. You may search by either some or all of the internal Credit Account ID or the Customer Party ID (which you may enter manually or search for using the [[lookup widget]]). |
− | Clicking the [Find] button will bring up any | + | Clicking the [Find] button will bring up any credit accounts that match the data you entered. The list will show the original balance available on the account and the current balance that is still available, or zero if the account has been fully used. Clicking the credit account ID will take you to the "View Billing Account" screen. |
Latest revision as of 19:48, 12 May 2008
This screen allows you to search for a customer credit account. You may search by either some or all of the internal Credit Account ID or the Customer Party ID (which you may enter manually or search for using the lookup widget).
Clicking the [Find] button will bring up any credit accounts that match the data you entered. The list will show the original balance available on the account and the current balance that is still available, or zero if the account has been fully used. Clicking the credit account ID will take you to the "View Billing Account" screen.