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Access this task using one of the following methods:
- Select Paperless Office Main menu > Customer Viewer.
- Select Accounts Receivable Main menu > Customer Maintenance. In the Customer Maintenance window, enter a customer number. Click the Invoices or S/Os tab, and then click the Paperless Viewer button.
This window is available only if the Forms check box is selected in the Paperless Office Options window. From Customer Maintenance, this window is also available only if one or more customer forms are set up in Paperless Office Form Maintenance.
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Use Customer Viewer to view, e-mail, fax, move, or delete customer-related PDF documents. Customer Viewer displays customer forms such as Accounts Receivable invoices, Sales Order invoices, Job Cost invoices, statements, sales orders, and customer RMAs. When this task is accessed from the Paperless Office menu, you can view documents for customers in any company. You can filter the PDF documents displayed by form type and document date, or search for a PDF document using additional criteria.
If you delete an invoice, order, or RMA in the software, the corresponding PDF document is automatically deleted as well.
Note In Paperless Office Options, you can specify whether to automatically display all documents in Customer Viewer when it is first accessed. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter selection criteria and click Refresh.
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