Purpose
The Customer AR History dashboard displays a customer's ending balance for a selected month in the current fiscal year and Invoices/payments for a selected beginning fiscal month/year and ending fiscal month range.
Details
The ending fiscal month will always be for the current fiscal year. The list of transactions also includes a running balance. The balance in the last row is the ending balance and the balance in the first row is a calculated beginning balance based on the ending balance plus Invoices minus payments.
