Review a Posted EOB

Details how to open an EOB once it has already been posted.

Open the Customers Screen

Open the Customers Screen

Under Lists, select the Customers option.

Open the Customer the EOB Was Posted Under

Open the Customer the EOB Was Posted Under

Select the customer for which the EOB was created.  You may use the Search feature to help you find the correct customer.

Open the Transactions Screen

Open the Transactions Screen

Open the transactions screen for the selected customer by clicking on the Transactions button.

Open the Payments Section

Open the Payments Section

From the Transactions screen, select the Payments button to display all Payments created for this customer.

Open the EOB

Open the EOB

Select an EOB to open.  You may also use the search feature at the top to find the EOB you are looking for.