Customer (aka Customer Profile)

This field is used to identify the Customer to which an Invoice was sent or from which a Customer Payment was received.

When adding an Invoice or Customer Payment, the list of Customer Organizations available to associate with the current entry include:

• Only active organizations
• Organizations having an active Customer Profile entry:
• • either specifically for the Legal Entity of the financial document being entered, or
  • an "All Legal Entities" entry

When adding a new Customer Payment, once the Customer has been selected, the Balance and Unapplied Credits can be displayed.