Account Summary V2

You may use the search function to search the company name.

1. Account Name: Displays the client’s details.

2. Account Number: The system-generated account number assigned to the client.

3. Total Payment Made: Shows the sum of all payments the client has made.

4. Total Balance: Indicates the pending balance that the client owes.

5. Last Payment Date: Displays the date and time of the client’s most recent payment.

6. Last Paid Amount: Indicates the amount that was last paid by the client.

• View Details

You can filter the date and generate the Statement of Accounts (SOA) from the header.

This section is divided into three columns:

1. Invoices: This showcases the client's statement of accounts. You can make payments directly from here.

1. Payments: This column displays all payments that have been made.

1. Statements: Here, you can find comprehensive invoices and payment statements of the customer.

• To print the SOA, click on Generate SOA.