To display the selected customer's current history, select the History tab in the Maintain Customers/Prospects window. When entering a new customer, you can enter information on this tab; once you save the customer record, this tab is for display purposes only.
From this window, you can set up your customer beginning balances. How do I set up customer beginning balances?
Customer since: This is the date when you first made a sale to the customer.
Last invoice date: This is the date of the last invoice you sent to the customer.
Last invoice amt: This is the amount of the last invoice.
Last payment date: This is the date of the last payment you received from the customer.
Last payment amt: This is the last payment amount you received from the customer.
Avg days to pay invoices: This field will show you the average number of days it takes this customer to pay invoices. This information can be used on the Cash Flow Manager feature to help you project Expected Incoming Cash from your customers. How do I change my cash flow settings?
Last statement date: This is the date of the last statement you sent to the customer.