Outstanding window

Purpose

Use this window to view a customer's outstanding transactions.

To access this window

On the Modules menu, point to Customer and click Customer History.

This window also automatically displays when you begin a new point of sale transaction.

Diagram

The following thumbnail illustrates the Outstanding window. Click it to view a full-size image.

Item descriptions

Fields and boxes

Item	Description
(customer account area)	The area at the top of this window displays a variety of information regarding the customer. The drop-down box displays the customer name and the account number to the right. Click the drop-down arrow to view additional demographic information about the customer, including address and phone number(s). The customer type (such as Cash Customer or Charge Customer) displays below the customer name. If there are any customer (Add/Change Customer window) or contact notes (Contact Management (Open Issues) window), text indicating this displays in red below the customer type. If an image has been added for the customer on the Image tab of the Add/Change Customer window, that image displays here as well. If the account has a hold on it and/or has been sent to collections, HOLD and/or COLLECTIONS displays in red.
Balance	Displays the customer's current outstanding balance.
Loyalty	Displays the customer's current loyalty balance.
(transaction/interaction type)	Select a transaction type and click Go to see the customer's history for that type.
grid columns
Date	The date of each outstanding invoice associated with the customer.
Reference	The invoice or reference number of each outstanding invoice associated with the customer.
Description	The type of each outstanding invoice, such as Lesson or ST Rental.
Amount	The amount outstanding on the invoice.

Buttons

Item	Description
Go	Opens a window associated with the selected transaction/interaction type where you can view a history of that type for the selected customer.
Attach	Opens the File Attachments window where you can add documents for this customer. Examples of files you may want to associate with a customer are: scanned and signed waivers, copies of licenses and permits, and contracts. You must create a storage folder in Windows Explorer and assign it to the Customer Attachment Storage Folder file on the Work Station window before you can attach files for this customer. A great place to create your folder is in the same location where AIMsi is installed. For example, C:\AIMSI\CustomerAttachments.
Exit	Closes the window.

Item

Description

Opens a window associated with the selected transaction/interaction type where you can view a history of that type for the selected customer.

Attach

Opens the File Attachments window where you can add documents for this customer. Examples of files you may want to associate with a customer are: scanned and signed waivers, copies of licenses and permits, and contracts.

You must create a storage folder in Windows Explorer and assign it to the Customer Attachment Storage Folder file on the Work Station window before you can attach files for this customer. A great place to create your folder is in the same location where AIMsi is installed. For example, C:\AIMSI\CustomerAttachments.

Exit

Closes the window.

Helpful links

AIMsi Online Help Version 11.0 ◊ Last Updated 6/22/2020
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