Customer Inquiry

Open Customers > Customer Inquiry or use the main sidebar Customer Inquiry entry to review a customer's posted account activity.

Customer Inquiry brings together Charges, Payments, billing-document context, running balance, allocations, related invoice information, and reversals.

Header actions

  • View Customer opens the related customer information.
  • Refresh reloads the current inquiry results.
  • Close leaves Customer Inquiry.

Filter account activity

  • From and To limit results by date.
  • Type limits results by transaction type.
  • Billing Document narrows activity to the selected document context.
  • Search finds matching activity using the available inquiry text.
  • Apply runs the selected filters.
  • Clear resets the filters.

Review results

The transaction history grid shows posted activity, the running balance, transaction details, and related billing-document references. Select applicable activity to use View Allocations, View Invoice, Reverse Transaction, or Print and Preview options where available.

Important: Customer Inquiry is primarily a review and audit workspace. Do not use it as a way to directly edit posted financial history.