If you need to review a payer’s account, the following areas can help you locate key information:
Option 1: For Parent Ledger:
Reports > Accounting > Billing > Contact Ledger
Option 2: For Customer Statement History:
Contacts > Find the Payer’s account > Finance > Receivables > Statements
Option 3: For Recent GL Documents:
Contacts > Find the Payer’s account > Finance > Receivables > Accounts
Option 4: For Detailed GL Documents History:
Accounts Receivable > Find Document > Enter the Payer’s Name under “Contact Name” > Click GO