Looking Up Customer Balances

In WBAR, you use the View/Edit customer screen to look up account balances. The form has four sections. To open the form, click on Customers, View/Edit in the main menu or click on the Customers speedbar button.

The customer's open balance is displayed in the lower right hand corner. For more detail, click on the Balances tab at the bottom of the page.

The current balances of the account are in the left column and the most recent billed charges on in the right column. WBAR also displays the date of the last bill and the data of the last payment posted.

Click on the Browse History button if you want to display individual transactions. Click the Print History button if you want to view or print a report of the history transactions for an account. Click the Print Screen button if you want the screen you are looking at to be sent to your printer.