If you selected a customer for this transaction, you can view the customer’s financial information. This will include any current amount owed on their in-house account, as well as payments made or due.

The Financial button is only available if it is included in this sales entry layout screen. See Setting Up the Sales Entry Windows for more information.

To view the customer’s financial history information, click the Financial button to the right of the Customer field. To close the financial information window and continue with transaction entry, click the Continue button.