View Customer Documents

Use these steps to view a document associated with a specific customer.

To view a document:

  1. Under the Accounts Receivable menu section, go to the Customers workspace.
  2. Use the search filter and/or the Search field to select a customer.
  3. In the Documents tab, select a line.
  4. Click Row Tools » View Document.
    The file is downloaded to your computer/device.