Hi I tried searching the forum but didn’t quite the answers I’m searching for. Most of my customers belong to a franchise and their HQ wants a monthly statement of all their branches. I have used the customer codes to group them by franchise. example: OVK, BKB, GWK the individual customers is n…

@Anke_Badenhorst , your last post gave me an idea. If you add a custom field for the group to customers, you could do two things: Create Sales Invoice Totals by Custom Field reports. Define the report to include one of your franchisor codes and you will have a list of all sales invoices, by franchi…

Thank you very much. I have created a custom field as you said and the first option worked perfectly. I definitely wanted a report to see which franchise is the strongest in any given month so that’s great. screenshot below [image] I am very new when it comes to custom reports. I would like it to…

[image] Anke_Badenhorst: I would like it to look like the customers statements, That is not possible. You cannot control the format of custom reports, only their content (within limits). You will be constrained to information related to a specific transaction to an account in your chart of ac…

Ohk I understand, except for the balance, can the rest be done, i tried but its not right [image] [image] I am actually just looking for invoice and payment totals and not each individual item

[image] Anke_Badenhorst: I am actually just looking for invoice and payment totals You will not be able to achieve that, because general ledger transactions are recorded by line item, not by total. Any sales invoice you view is itself the processed result of all line items it contains. The to…

Exactly what I Have been looking for in custom reports with the use of tracking codes. Totals only. [image] Custom Reports - Display Account / Group Totals Only I suspect this cannot be done as yet? OK… so this is what I am doing. I have created a custom report to produce…

Hi I just wanted to know if there could be a function added to group customers under a HQ or a head franchise? This would be a very helpfull function

In general, there is no such capability. However, you can add a designator in the Code field. Then, you will be able to search for particular designators. In the case of customer statements, after searching for the code related to a particular franchise brand, you could use Batch PDF to generate a f…

I have a similar problem. Is there anyone who could help me? I have a few customers who have two or three vehicles sent for repairs to me How can I group the vehicles under each respective customer right from the invoicing stage

What do you mean by “group the vehicles under each respective customer”? Surely you just invoice the customer for the work done on each vehicle? The invoice will then be in the customer’s account Or are you talking about the repair income classification?

Customer Group Statements

compuit April 30, 2020, 8:57am 9

Exactly what I Have been looking for in custom reports with the use of tracking codes. Totals only.

Topic		Replies	Views
Custom report of sales by customer	4	1210	January 18, 2023
Customer group for customers summary	7	437	January 18, 2023
Customer Group	11	619	October 4, 2021
How to put customers in a particular group	33	4075	January 18, 2023
Custom Report Customer detailed Statements	16	1300	January 18, 2023

Customer Group Statements

Related topics