Relationship Between Customer and Customer Ledger Entries

Lesson progress:
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When you post transactions to customers in Sparkrock 365, the following customer entries are created:

  • Customer ledger entries

  • Detailed customer ledger entries

Explore customer ledger entries

Customer entries provide more information about customers and sales business. Customer ledger entries are posted entries from sales documents, for example, sales orders, sales invoices, and journals, such as cash receipt journals.

Screenshot of Customer Ledger Entries

The detailed customer ledger entries store the actual amounts of the customer transactions, such as an invoice. The customer ledger entries show the amounts as FlowFields.

Examples of where additional detailed customer ledger entries are created to change the customer ledger entries include the following:

  • Foreign currency exchange rates

  • Payment discounts

  • Payment tolerances

  • Applications

  • Rounding

To view the customer ledger entries for a customer

  1. Choose Lightbulb that opens the Tell Me feature., enter customers, and then choose the related link.

    The Customers page opens.

  2. Select the customer for which you want to view the customer ledger entries, and then on the action bar, choose Related > History > Ledger Entries.

    The Customer Ledger Entries page opens.

  3. To view the details of a customer ledger entry, select the customer ledger entry for which you want to view the details, and then on the action bar, choose Entry > Detailed Ledger Entries.

    The Detailed Customer Ledger Entries page opens.

    Screenshot of detailed customer entries

Next unit

Relationship Between Vendor and Vendor Ledger Entries

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