Use the Print button on the Receivable History screen to print the receivable history for a selected customer or range of accounts for a specified date range. The printout will list all the transactions and the totals for the selected customer(s) for the specified date range.
Step 1. From the Dealership Accounting main menu, select Trade Receivables. The Trade Customer Receivables menu will open.
Step 2. Click History on the Trade Customer Receivables menu.
Step 3. The Receivable History screen will open. Type the customer number in the Customer No. field. You can search for a customer by clicking List to open the Search Customers screen. Press the letter on your keyboard that corresponds to the first letter of the customer’s last name or use the letters listed along the right side of the Search Customers screen. A list of customers whose last name begins with that letter appears. Click the customer in the list whose history you want to view.
The Receivable History screen displays the account history.
Step 4. Click Print.
Step 5. The From and To fields automatically default to the selected customer’s control number. If you want to print just this account, ensure the customer’s number appears in both fields. If you want to include other accounts, enter the beginning and ending accounts. All of the accounts between these accounts will print.
Step 6. Enter the date ranges you want to include.
Step 7. When prompted to verify your printer is ready, click select your print criteria and click Print.