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How to access a client inquiry

This guide shows how to manage client inquiries on unpaid invoices by filtering information and viewing account histories.

Step by Step Guide:

1. Navigate to ACCOUNTING > Receivables > Client Inquiry.

2. This page displays a one-line summary of all aged unpaid client invoices (Production and Sundry) by the client.

3. Click Filter, located at the top of the page, to narrow down your search or scroll through the list of clients.

4. Click on the Master Client/Client name to view details about the account.

5. Click (⟵) arrow back.

6. Within the client inquiry detail screen, you can also do the following:

  • Notes - Enter or view any notes relating to specific outstanding items
  • Receivable Notes - Enter or view any notes for the Debtor History
  • History - See the historical transactions.

7. Click on the transaction number to drill down to the unpaid invoices.

8. Unpaid Invoice Details