Somerset Trust Company Online Banking Guide for Businesses

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Autobooks Invoice Balance Details

View a list of payments and invoices associated with a particular customer.

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Click the Customers tab. 1. Click the customer you would like to view. 2. Click the “Invoice balance details” link. 3. Use the drop-down to switch customers. 4. Filter the list of invoices by inputing a date range. 5. Click the Export button to export this report as a CSV file.

Autobooks: Invoice Balance Details