Lists Customer Transactions in Date order for either All Customers or a specified Customer Range. The report can be sorted in Customer ID or Customer Name order. This report acts as a ledger for the Customer and will show any balances due.
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customers. |
| Grant permission to the individual report > Customers > Customer Detail. |
Create Your Report
Select the Orderfor the report of
- ID
- Name
Create a Customer Range by choosing
- All Customers
- From- Enter a starting Customer ID or select F12 to search.
- To- Enter an ending Customer ID or select F12 to search.
Select Preview to view the report onscreen.
Select Print to send the report directly to the default printer.
View a sample report here.
Understanding Your Report
Customer ID lists the Customer ID number and in Customer Address the Customer Name and full billing address.
Type indicates the Transaction type of
|
|
|
|
|
All Invoice Numbers are listed.
Date provides the date of the transaction and Due Datedisplays the due date of any invoice, other transactions will show a due date the same as the Date.
Amountis the amount of the transaction.
Any check number associated with a customer payment processed as a check appears in the P/O Check # column.
Total Paidwill indicate any amount of payment received.
The Balance Due on the transaction is displayed.