Viewing and Exporting a Customer’s A/R History

Accounting > Accounts Receivable > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within the Customer Record:

3. Click the [A/R History] button in the Action Ribbon to open the A/R History window.

4. Click the [Export] button below the grid.

5. Click the spreadsheet in the bottom left of the browser to open.

· Any filters that have been added will be retained when exported, and only the filtered data will be reflected in the spreadsheet.

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