Account Summary

You may use the search function to search the client's name.

1. Customer Name: This section displays the client's details.

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

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

4. Total Balance: This indicates the pending balance that the client owes.

5. Last Payment Date: This shows the date of the client's most recent payment.

6. Last Paid Amount: This 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 UI resembles the Customer SOA view in the POS but does not include payment records.

2. Payments: This column displays payment statements and can also be used for processing payments.

3. Statements: Here, you can find comprehensive payment statements for the customer.

• To print the SOA, click on Generate SOA.

• View Statements