Fields in this window
Card Information window - History view

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Creditors Balance

This field displays the current outstanding balance of your purchases with the selected supplier. To open the Analyse Creditors window and view a list of the transactions that make up this balance, click the zoom arrow.

This field appears only if you're viewing a supplier card.

Debtors Balance

This field displays the current outstanding balance of the sales for the selected customer. To open the Analyse Debtors window and view a summary list of the transactions that make up this balance, click the zoom arrow.

This field appears only if you're viewing a customer card.

FY (Current Year)

You can add or change month-by-month sales information for customer and employee cards and purchasing information for supplier cards. The annual total displayed below the monthly totals.

FY (Previous Years or Next Year)

Sales history for customer and employee cards and purchasing history for supplier cards is kept for the current year, next year and up to five previous years. Click the right and left arrows to view sales or purchasing information for the year you want.

Supplier Since
Customer Since

Enter the date of the first purchase from this supplier. This field appears only if you're viewing a supplier card.

Enter the date of the first sale to this customer. This field appears only if you're viewing a customer card.

Last Purchase Date
Last Sale Date

The last date of a purchase from this supplier is displayed. This field appears only if you're viewing a supplier card.

The last date of a sale to this customer is displayed. This field appears only if you're viewing a customer card.

Last Payment Date

The last date of a payment to this supplier, or from this customer is displayed. This field appears only if you're viewing a supplier or customer card.

Average Days to Pay

This field shows the average number it's taken you to pay this supplier for all purchases, or for this customer to pay you. This field appears only if you're viewing a supplier or customer card.

Highest PO Amount
Highest Inv Amount

The highest purchase order amount for all purchases made from this supplier is displayed. This field appears only if you're viewing a supplier card.

The highest invoice amount for all sales to this customer is displayed. This field appears only if you're viewing a customer card.

Highest Creditors Balance
Highest Debtors Balance

The highest creditors balance that you've accumulated with this supplier is displayed. This field appears only if you're viewing a supplier card.

The highest debtors balance that this customer has reached is displayed. This field appears only if you're viewing a customer card.

Print button

If you're viewing a customer card, click this button to print the Analyse Sales [Customer - FY Comparison] report.

If you're viewing a supplier card, click this button to print the Analyse Purchase [Supplier FY Comparison] report.

If you're viewing an employee card, click this button to print the Analyse Sales [Salesperson - FY Comparison] report.

New button

Click this button to begin entering a new card in the Card Information window.

OK button

Click this button to close this window.