Each line item has a unique document number that identifies the item to a transaction. The combined total of open items less cleared items makes up the customer balance. Open items are invoices that the customer has not paid. Cleared items are items that have been either paid by a check or cleared by a credit memo. Customer Enter the customer ID number.
Fiscal year Enter the current fiscal year.
Account Balance Balances Display Screen. Display Screen Use this screen to view the line items that make up a specific balance. Basic List Screen Use this screen to select the line item to be viewed further. Basic List Screen to select another line item. Account Balance Balances Display Screen to select another balance.