---
title: "Viewing a Customer History Report"
canonical: "https://kb.uconn.edu/space/FPB/10879893530/Viewing%20a%20Customer%20History%20Report"
format: markdown
---
Staff can view a Customer History Report through Kuali Financial Systems (KFS). The Customer History Report enables users to view the invoices, payments, and credit memos on a customer account.

1. Navigate to **Accounts Receivable & Cash.**
2. Click **Customer**.
3. Enter the *Customer Number *in the **Customer Number** field.
4. Click **Search**.
5. Click on the **Report **link in the search results.
6. The Customer History Report will appear. On this page, you can view all activity posted to a customer account.

## Document Types and Abbreviations

|  |  |
| --- | --- |
| **Document Type** | **Abbreviation** |
| Invoice | INV |
| Payment Application | APP |
| Credit Memo | CRM |

> ℹ️ **Invoices**
> ℹ️ 
> ℹ️ - If an invoice has $0 entered in the Unpaid/Unapplied Amount column, then the invoice has either been paid or has been canceled.
> ℹ️ - If an invoice has any other amount listed in the Unpaid/Unapplied Amount column, then the invoice is outstanding.
> ℹ️ 
> ℹ️ **General**
> ℹ️ 
> ℹ️ - To view details about the eDoc, click on the **Document Number **
> ℹ️ - You may export to an Excel spreadsheet for sorting/analysis.

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> | --- | --- |