Customer Account Analysis

Summary 

If the user wants to analyze the account details, you can double-click on the customer’s name, and a new window will come in front of your screen. 

• There is brief detail present in this screen. The above part consists of basic information as given below. 

• At the left side are the customer’s details, customer bank details, and customer contact details. 

• On the right side of the screen, the total number of sales and invoices that occurred in the current month, payment and balance, and how many cash flows had been recorded during their time overdue invoice are shown. 

• The total cash inflows occur in the last month.

• At the left side, you can see customer bank details and customer contact details.

• Below there are customer invoices, and quotation/proforma details are also given.

• At the top there are action buttons given to update the customer account and create invoices.