Operations Menu - Customer Status

The 'Customer Status' function provides a short cut to the Customer Status report, otherwise available in a less detailed form in the Sales Ledger. This report lists previous Invoices and Receipts for the Customer whose Service Order is open. It also shows total turnover and amount due figures.

Activities and Contracts for the Customer can also be shown, if the CRM and Contracts modules are present. To include this information in the report use the Customer Status Report setting: different users can have different report definitions. This additional information will not be shown if the report is produced from the 'Reports' function in the Sales Ledger.