Finance Folder

Use this folder to view the financial status of your customer, such as: trade note balances and the year's accumulated balances, bounced check dates and amounts, protested bills, date of first and last purchases, as well as late payment amounts and how many late payments have been made.

Procedures

To display a customer's financial data:

1. In the finance folder, use the arrows on the right hand side of the window to search the customer's available data.