Viewing Customer Payment History - 20b

Purpose:  To view customer payment history using ctcLink.

Audience:  Accounts Receivable staff.

ctcLink enables you to review the customer's general payment history. You can also view his credit profiles or the sales and balance information.

Viewing Customer History

Navigation:  Accounts Receivable > Customer Accounts > Customer Information > Payment History

Enter search criteria for the customer.

  1. Select the Customer field.  
  2. Select the Search button.

Use the Customer Payment History page to view payment history, balance, and sales information. Review the payment history information.

You can use various links, such as Balance or Credit Limit, to view the balance of open items or the credit details for your customer.

You have successfully reviewed your customer's general payment history.

End of Procedure.


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