1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type a/r posted transactions in the Filter field.ac
3. Click the web.AR PostedTransactionDetail list item.
4. Click the OK button. The Accounts Receivable Posted Transactions Detail form opens.
5. Customer 1 is the first customer that displays on the form.
6. Click the Filter in Place icon.
7. View the invoice and payment that was just posted for this customer. Note: This is the customer
used for the customer invoice.
8. Click the Summary button. This form shows summary information about a customer’s posted
transactions.
9. Click the X on the A/R Posted Transactions Summary form.
10. Click the Filter in Place icon.
11. Type 11 in the Customer field.
12. Click the Filter in Place icon.
13. View the invoice and payment that was posted for this customer. Note: This customer was used
for the manual invoice.
14. Click the Summary button. Review the invoice and credit memo for this customer.
15. Click the X on the A/R Posted Transactions Summary form
16. Click the X on the A/R Posted Transactions Detail form.