The software can keep track of customer payments you enter, update payment records, and calculate the amount outstanding. To view a customer's payment history or other information, click to select and highlight a customer from the listing of customer accounts. After selecting a customer, you will see the customer's payment history below. You may use the filter entry boxes above the customer list to narrow down your search.
From here, you may take a payment for a customer, edit a previous payment, or write a customized letter to the customer.
If you wish to view the deal for the selected customer, click the View Deal button at the right-hand side of the screen. The software will load the selected customer's deal into memory and display the Deal Processing screens.
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