Customer History Report

Description: Return all AR activity for a customer.

Access:

KFS Module: Accounts Receivable.

Routing: None.

On This Page: Run a Customer History Report | Example Report

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Run a Customer History Report

Search for an existing customer record by clicking the "Customer" link in the Accounts Receivable module.

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Enter search parameters in the appropriate fields. Use wildcards to broaden or narrow the search. Click Search to return results.

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In the list of search results, click report to view all AR activity for a selected customer.

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Example Report

A Customer History Report will display the following information.

  • Document Type (INV, CRM, APP, or INVW).
  • Document Number, the KFS document number.
  • Document Description, the description entered in the 'Description' field of the KFS document
  • Billing Date, the date the invoice was created (not populated).
  • Due/Approved Date for CRM, APP, and INVW documents.
  • Original Document Amount.
  • Unpaid/Unapplied Amount, which is the open amount on an INV or the unapplied amount on an APP. This value will be zero for CRM and INVW documents.

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If there has been a payment, credit, or write-off against an invoice, clicking the Unpaid Amount will open the Unpaid/Unapplied Amount Report. The Unpaid/Unapplied Amount Report shows the documents used to apply payments, credits, or write-offs to that invoice.