Customer Payment History Setup - Payment History overview
Use this page to view payment history information for a customer.
Use this view for inquiry purposes only. Do not set up this information during the initial setup. This information is automatically created by the system when the customer record is created. Use the button only if you are recreating a payment history record that was deleted. If you create a duplicate Payment History record for a customer, a message is displayed: Record Already Exists (1115).
General
The Payment History grid shows the five period balances associated with each month. This record is updated each time you run the Customer Entry Roll Balances Report and select Yes for the Month End Payment History Update option.
If neither the service charges or credits are displayed, they are aged into Periods 1-5 and are reflected in those totals.
- The Service Charges column is displayed only if you select Age Miscellaneous Credits, or leave both the Age Miscellaneous Credits and Age Service Charges options blank, in SA Administrator Options-Customers-Balances.
- The Credit column is displayed only if you select Age Service Charges, or both leave the Age Miscellaneous Credits and Age Service Charges options blank, in SA Administrator Options-Customers-Balances.
User Fields
Your system administrator sets up the fields in this section.