Information held in the Activity tab of a customer record in Sage 50 Accounts.
The Customer Activity tab lets you view your transaction history with a customer. The window displays their transactions, account balance, total payments, and year-to-date (YTD) turnover. Find out more about the customer record.
Access the Customer Activity
- Go to Customers, double-click the required record, then select Activity
▼ Customer record Activity tab | A/C | The customer account reference |
| Name | The name of the customer. |
| Credit Limit | The credit limit entered in the Credit Control tab. |
| Balance | The current balance of the customer account. |
| Amount paid | Total payments made by the customer. |
| Turnover YTD | The year-to-date turnover value, net of VAT. The figure is from the Sales tab and clears during the year-end routine. You can manually amend this value in the Sales tab. |
| Show | Select the relevant period to show transactions for that date range. |
| Date | Reflects the period chosen in the Show field. |
| O/S Only | Select this checkbox to display outstanding transactions only. If the checkbox is clear, all transactions will appear. |
| No | The number of the transaction. |
| Type | The following transaction types can appear: SI = Sales Invoice SR = Sales Receipt SC = Sales Credit SA = Sale on Account SD = Sales Discount SP = Sales Payment |
| Date | The date of the transaction. |
| Due on | The transaction due date. |
| Ref | The transaction reference. |
| Exchange Rate | The exchange rate of the transaction. |
| Details | Any details entered for the transaction. |
| Amount | The value of the transaction. |
| O/S | The amount of the transaction that's outstanding. A column with no heading appears after O/S. This shows * if the transaction is outstanding and p if the transaction is part paid. |
| Debit | If the transaction represents a debit, its value appears here. |
| Credit | If the transaction represents a credit, its value appears here. |
▼ Viewing transactions | View transaction | To view full details of the transaction, select the required transaction, then select View transaction. |
| View item | You can drill down on the transaction if created from an invoice record. This displays the related invoice. Either select the transaction and select View item or double-click the transaction.  TIP: These transactions have a Smart Link  icon. |
| View bank charges | If you use bank charges, view any charges associated with this customer. |
| Show detail | This opens a window that breaks down the selected transaction into its components. For example, a sales receipt shows the invoices it paid off. |
| Hide detail | Closes the window showing the detailed breakdown. |
▼ Amending or removing transactions
| Edit transaction | Select the transaction to amend, then select this option. |
| Unallocate transaction | Unallocate transactions to unlink them. For example, you've paid the incorrect invoice.  NOTE: A sales receipt (SR) becomes a sale on account (SA) when it's unallocated. |
| Delete transaction | Select the transaction, then select Delete transaction. |
▼ Aged balances At the bottom of the window, aged balances fields appear. These fields display the ageing method selected in the software.
To check the method:
- Go to Settings, then Customer Defaults, the select the Ageing/Due date tab
- Solution ID
- 201121165344243
- Last Modified Date
- Wed Mar 12 12:39:27 UTC 2025
- Views
- 0