How to Add Customer Notes on the A/R Report Page

Sign in to a PlayerFirst website.

On the left navigation, click Sales > A/R Report

Optional Filters: Note you may select all with the checkbox to the left of the field for some filters

• Method:

  1. Invoice Date: Date range based on when the invoice was generated

  2. Payment Plan Date: Date range based on the installment dates of a payment plan

• Aging: Select the number of days the payment is past due

• Sport: Choose a sport to filter by

• Brand(s): Select a maximum of 20 brands to choose from within the sport or select all

• Program: Select a specific program within a brand to filter by

• Date Range: Specify a date range

Select Filter.

On the Customer Summary table at the bottom of the page, click the button to add a note for that specific customer.

• Select the A/R Note Type or add a Custom Note.

To read past notes left for a customer, click the button.