New to the forum, patience is appreciated!
On the history and summary tabs of AR Customer Inquiry, there is the Cash Received field. It does not reflect credit card receipts for credit card sales orders. I'm assuming this is because of the magic that occurs between running the credit card and actually receiving the $$ from the processing company. However, I would like to be able to pull up these screens and see the TOTAL amount of payments a customer has made, including sales order credit card transactions (not posted to cash receipts). I can get this info via Crystal, but would rather not have to run a report every time a customer calls and I need to have this info at my fingertips.
Has anyone else needed this visibility and figured out a way to accomplish it?
Thanks!
