Viewing Customer Payments and History

Purpose: Use this as a reference to view AR customer payments, payment history, and customer history in ctcLink.

Audience:  Accounts Receivable staff/supervisors.

You must have at least one of these local college managed security roles:

  • ZC AR Customer Maintenance
  • ZD AR Inquiry
  • ZZ AR Customer Maintenance

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

ctcLink Receivables enables you to review a customer's payments. You can use the customer payments component to specify the payments that you need to view.

Viewing Customer Payments

Navigation: Accounts Receivables > Customer Accounts > Customer Information > Review Customer Payments

  1. The Customer Payments search page displays.  Use it to search for and view customer payments.  All the following search steps may not be mandatory, but will provide more defined search results.
  2. Enter or lookup the Customer.
  3. Enter From Date.
  4. Enter To Date.
  5. Select the Search button.
  6. The Customer Payments page results displays below.  Use it to view customer payments. You can review summary information for each payment, and you can also select the More Info (more information) icon to view details about each payment.
customer payment page

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial via Panopto

View the link to Viewing Customer Payments. This link will open in a new tab/window.

Viewing Customer Payment History

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

  1. The Customer Payment History search page displays.
  2. Enter or lookup Customer.
  3. Select the Search button.
  4. The Customer Payment History page results displays below.  

Use the Payment History page to view payment history, balance, and sales information. Review the payment history information. You can use available links, such as Balance or Past Due, to view the balance of open items or the credit details for your customer.

Customer Payment Hisotry page

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial via Panopto

View the link to Viewing Customer Payment History. This link will open in a new tab/window.

Viewing Customer History

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

  1. The Customer History search page displays.
  2. Enter or lookup Customer.
  3. You can use the History ID field to select either a system-defined or user-defined history ID.  Use the percent sign (%) to group the IDs that begin or end with the same fragment. Or optional to leave Blank to pull all values.
  4. You can use the History list to select the periods to display.  Values are:
    • All: Displays all available periods
    • Most Recent: Displays only the most recent period
  5. Select Search.
  6. The History page displays.  Use it to view both user-defined history and system-defined history.  The system stores customer history based on the fiscal years and periods that you define on the Detail Calendar page.
  7. The Aging process and the Receivables Update Application Engine process (ARUPDATE) update the customer history elements.  If you have not run these processes recently, the history figures that you see do not reflect up-to-date activity.
Customer History page
  1. Optional to select the History Chart tab to view a chart that has customer history information. You can override the values as needed.
    1. Select or lookup a History ID.
    2. Enter the Fiscal Year for which you want to see the customer history.  You can view history for only one year at a time.
    3. Select the Chart Type list to select the type of chart to display.
    4. Select Draw Chart.  The chart displays the customer history of customer ID.
  2. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Viewing Customer History. This link will open in a new tab/window.