Dear all @lubos @Tut @eko @Ealfardan
Can a customer ledger report be designed or generated containing columns: customer, inventory items, qty, amount, balance.
If such report exist, kindly guide.
Thanks
This is the answer to your question provided by the Chat bot Virtual Assistant :
Can a customer ledger report be designed or generated containing columns: customer, inventory items, qty, amount, balance?
A Short answer: not as a single built‑in “customer ledger” with item/qty detail and a running balance. Customer Statements in Manager report only movements in Accounts receivable, so they don’t include inventory item lines or quantities. (forum.manager.io)
Ways to get what you need with existing tools
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Itemized sales by customer (customer, item, qty, amount)
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Go to Sales Invoices, click Sales Invoices — Lines.
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Use Edit columns to show Customer, Item, Qty, Unit price, Amount; filter by dates or customer; Export if needed. (manager.io)
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Customer balances
- For each customer’s current A/R balance, use the Customers tab (click the Accounts receivable figure to drill down), or run the Aged Receivables report for a dated snapshot. (manager.io)
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Optional: consolidate inside Manager
- On Sales Invoices, you can use Advanced Queries to group Sales Invoice lines by Customer and Item and sum Qty and Amount; then view balances separately as above. (manager.io)
Typical workflow
- Produce Sales Invoices — Lines for your period and export it. 2) Export Aged Receivables (or copy balances from Customers). 3) Join them in a spreadsheet or BI tool if you must see itemized sales alongside running customer balances on the same report.
If you tell me the date range and whether a CSV export is OK, I can outline the exact clicks (and, if useful, an example Advanced Query) to produce the columns you listed.
Tony,
thank you for taking your time to respond.
Am actually looking for a report that would give me what i want at just one click.
@lubos this kind of report should be readily available without any tweak. kindly consider