DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Customer statement for specified period


#1

I need to create customer statement for date range. Is it possible?


#2

Yeah, first go to Reports tab, click Customize and enable Customer Statements

Once enabled, go to Reports, click Customer statements, select Transactions as your statement type and set date range.

When you click Next, you will see list of customers that had at least 1 transaction in specified period, clicking on View button will generate customer statement.


#3

Thank you for quick reply.


#4

Your way contains many clicks and it is a long way.
It should be like this;
When we click the view customer in customers menu, all the transactions must be shown day to day. This is easy way.