Viewing Overdue Balances on the Customer Dashboard

You can also use the customer dashboard to quickly view the overdue balance, the average number of days it takes the customer to make payment and the average number of the days the customer is overdue before payment is made.

To view the dashboard for a customer, go to Lists > Relationships > Customers, and click the View Dashboard icon next to the customer's name.

With the Consolidated Payments feature, you can also add the consolidated balance fields to show the balance for the entire customer-subcustomer hierarchy. For more information, see Consolidated Payments.

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General Notices