Navigate to <https://app.thriveaccounts.com/> and open the Sales module.

A customer account is required for running the customer enquiry - select your customer from the list.

This will display the history of all transactions for a customer account.

Home / Sales / Customer Enquiry / Customer Enquiry (ASH001)
Customer Enquiry
RUN ENQUIRY
Customer Account
Period From
Period To
Outstanding
All Transactions
Transaction Type
Select
Sales Type
Select
Phone Number:
(None)
Opening Balance:
€0.00
Closing Balance:
€0.00
Date	Period	Transaction	Sales Type	Number	Customer Reference	Value	Value	Outstanding	Balance	
02/05/2024	2405	SL.INV		INV00057	PO00077, PO00077	
€836.40
	
€836.40
	
€0.00
	
€0.00
	
More

10/07/2024	2407	SL.INV		INV00073		
€2,951.63
	
€2,951.63
	
€0.00
	
€0.00
	
More

12/07/2024	2407	BN.REC		REC00020	DDR00003	
-€3,788.03
	
-€3,788.03
	
€0.00
	
€0.00
	
More


15 records per page
Previous
1
...
1
Next

The oldest transactions will be at the top,

you can increase the number of records displayed per page using the record per page dropdown, and choosing more records.

On the left of the enquiry list we have the transaction date, period and transaction type.

In the middle of the enquiry list we have the sales type, the transaction number and customer reference.

You can drill into any transaction by clicking the transaction number.

You can use the breadcrumbs to return to your enquiry - Click "Customer Enquiry " followed by the account code.

On the right we have the transaction value in home currency and foreign currency, the outstanding amount for the transaction, and a running balance.

To view the allocations for a transaction, open the overflow menu,

This will display all allocations for a transaction. To undo an allocation for one of the transactions, open the overflow menu,

To return to your enquiry, click the breadcrumb for the enquiry - "Customer Enquiry", followed by the account code.

We have several more options for filtering. You can filter the transactions to a range of accounting periods,

Customer Account
Period From
Period To
Outstanding
All Transactions
Transaction Type
Select
Sales Type
Select

Choose whether to include all transactions or outstanding only,

Or filter to a specific transaction type or sales type.

For any further information on customer enquiry, contact the support team.

How To Run A Customer Enquiry Report