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 the line for the document you want to view.
4. To download that document, you can do one of the following:
   • On the line, click Row Tools » View Document.
   • On the line, click the link in the Document field.
   • Expand the Document assistant on the right side of the workspace, and click the download icon.
   Maconomy downloads the file to your computer/device.