DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Customer payment report


#1

I have set up a list of customers. At the moment when they send me money I enter it, via the Bank Account tab, into Received and the name of the customer but what I would like is some way of generating a report at the end of the month showing each customer (named) and details of exactly what they paid and when not just the total for the month. I am sure this is really basic but I am new to this type of thing. Please can you give me an idiots guide? Thank you


#2

There is a report called Customer Statement

See: http://www.manager.io/guides/accounts-receivable/sending-customer-statements/

But keep in mind, it requires that you use accounts receivable functionality in Manager where you issue invoices to customers.