Overview

You can display the Balance Due and Max Age on the Customer List Screen for a quick overview of amounts owed by each account and the age of the oldest invoice with an open balance.

Displaying Balance Due

Enabling the Balance Due Column

At the top of the Customer List screen, you have the option to check a box to show the Bal. Due for each account.

• When checked: Balance Due will display for all accounts
• When unchecked: Balances will not display

This gives you a quick overview of any amounts owed at a glance.

Displaying Max Age

Enabling the Max Age Column

Right click on the column titles (1) then click > Columns

This shows you the age of the oldest invoice in the customer's invoice history that carries an open balance.

• Put a check in the Max Age checkbox: This will cause the Max Age column to show on the customer list screen.
• use the Move Up / Move Down buttons: Move the 'Max Age' column to the position you would like then click > OK.
  
  

This allows you to customize your view for easier access to balance information.

Customizing Column Position

The Balance Due and/or the Max Age field on the customer list screen will appear at the end (far right) of the columns by default.

Moving the Column

If you want to move it farther to the left:

1. Right-click on the columns
2. Select the column of information you want to move 
3. Move the field up to where you want it

This allows you to customize your view for easier access to balance information.

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com