Review customer activity and prepare a terms update

Edit Customers Status combines customer settings with balances and activity. Choose the period and expand a customer to inspect the transactions behind the totals.

Review the customer’s transaction detail in place. Select the customer records you want to maintain, then open Edit Customer Status.

The edit dialog lets you choose specific fields for the selected customers. Here Set Terms is enabled with Net Thirty selected. Review the choices, then Apply the update when ready.