Subtotal customer's invoices by month

Review a customer's open invoice amounts by month on the Customer Ledger.

1. Open the customer's account in the Customer Ledger:
   • Go to File > Customer > Master > Ledger or
   • Accounting > Accounts Receivable > Customer Ledger
2. Click the Monthly Breakdowntab.

   

3. Review the Summary of the Monthly Breakdown, which shows the Open Invoice Balance per month followed by a Running Balance owed.
4. To review additional details, expand the Summary dropdown at the top of the page.

   

5. On the Detail panel, review ,

   • Salesman: The name of the salesman assigned to this account.
   • Terms: The customer's AR terms.
   • Contact: The primary contact associated with thi scustomer.
   • Current: The customer's current credit limit, balances, average and oldest invoice days.
   • History: Month and year to date sales and payments.
   • Aging: Invoices that are 30, 45, 60, and 90+ days due.
   • 12 Month Rank: The customer's ranking based on sales and payments.
6. When you have finished, click Exit.