Customer Analysis

Explanation

This activity is used to view detailed information about a selected customer. The window contains detailed information about all invoices and due amounts, as well as invoice/pre-payment dates, etc. These details can be analyzed from a customer's perspective as well as from a payer's perspective. It is also possible to analyze or modify the proposed installment plan or the reminder/interest info for the invoice. You can enter and modify notes for both customer or an item, payment references and difference codes attached to the ledger item. It is also possible to view the customer details with any applicable interest and fine amounts and, simulate interest and fine in order to view the interest and fine that needs to be paid for late payments. It is possible to trace electronic payment addresses for items which were debited or paid by payment files. For one-time customers you can view and modify the one-time specific information of an invoice or a payment document.

Prerequisites

This activity requires that customer records have been entered. To view or modify one-time specific information, customers selected as one-time customers should exist and the relevant invoices should be posted.

System Effects

 As a result of this activity, if the difference code or payment reference is modified, the modified data will be attached to the corresponding ledger items. If the one-time specific information of an invoice or a payment document is modified, the new information will be updated to the address information and/or installment plan.