There are two ways you can find the Accounts Receivable balance for a customer before reaching the Payment Screen. 


The first one can be found by the following Steps if you have the appropriate permissions from your office (listed as RemoteTechOnCall or equivalent permissions).

  1.  Select Customer Search from the Menu on the left and Search for the customer in question


2.  Scroll down to the Account information

3.  The "Payment Information" box will show you what Accounts Receivable balance is on the customer


 
The second method you can use to find this works if you are on the call for this location.

  1. Select Customer Button  from the Menu on the left, below Assignment


2. Scroll down to the Account information section
3. The "Payment Information" box will show you what Accounts Receivable balance is on the customer

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: [email protected]

Phone: 800-566-6940

Chat with us! 

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