The Customer record Sales tab

TIP: To create a new customer record based on an existing one, from the list view select the customer, then click Duplicate.

Customer record Sales tab

First Invoice	The date of the first invoice or sales order recorded for the customer in the current financial year. This box is read only.
Last Invoice	The date of the most recent invoice or sales order recorded for the customer in the current financial year. This box is read only.
Last Receipt	The date of the most recent payment received from your customer in the current financial year. This box is read only.
Last Payment	The date of the last refund you made to the customer for the current financial year. This box is read only.
M.T.D	This is the month to date figure and is the amount the customer has spent with you, excluding VAT. It updates for you as transactions are recorded for the customer. It is not used in credit control processes, such as debt chasing and can be amended. The Year End option sets this value to zero for the new year. If you use the month end feature to maintain your accounts, you can choose to have this value set to zero for the new month.
Y.T.D	This is the year to date figure and is the amount the customer has spent with you so far this year, excluding VAT. It updates for you as transactions are recorded for the customer. It is not used in credit control processes, such as debt chasing and can be amended. The year end feature sets this value to zero in the new year.
Prior Y.T.D	The amount your customer spent with you for the previous year, excluding VAT.

All of these values are read only. These balances are automatically updated when you record a transaction for this customer.

Month	Displays a set of standard labels used to indicate different periods analysed on the account: B/F - The balance on the account brought forward from the previous year. The 12 months of the current financial year. Future - The value of transactions recorded for the next financial year.
Invoices	The value of sales recorded for the customer invoice and sales orders.
Credits	The value of refunds made to the customer.
Sales Balance	The value of profitable sales for the month. The invoice value minus any credited values.
Receipts	The balance of money received from your customers and is made up of invoices and sales orders.
Payments	The value of refunds you have made to your customer.

To view the transactions that make up the total, double-click a value in the table.

No	Displays the number of the transaction. If the box on the left-hand side has a cross inside it, this indicates that the transaction is made up of a number of smaller transactions. To view all of these transactions, click the box. If you choose to look at all the transactions, to go back to the original view, click Tidy List.
Type	The type of transaction, for example, SI is a sales invoice.
Date	The date that the transaction was given when it was posted.
Ref	The transaction reference number that was entered when the transaction was created.
Ex Ref	This is the extra reference entered, when the transaction was posted. This only appears if you've drilled-down to an individual transaction.
Details	This is any additional information that was entered when the transaction was created.
Project Ref	If a transaction is associated with a project, the corresponding project reference is displayed. This appears if you've drilled-down to an individual transaction.
Amount	This displays the transaction amount.
O/S	This displays any amount that is left outstanding on the transaction. A p to the right of this value indicates that the transaction is part-paid. A * indicates that the transaction is fully outstanding.
Debit	If the transaction is a debit amount, the amount appears.
Credit	If the transaction is a credit amount, the amount appears.