DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Customer Year Report


#1

A customer requested for a report how much did their company paid for the whole year. A report that shows number and amount of the invoice.


#2

To print customer statement for entire year:

  1. Go to Reports tab
  2. Click Customer Statements (if you don’t see this report, click Customize button)
  3. On customer statements screen select Transactions as statement type, then enter date range and click Next

This will prepare customer statements for all your customers, click View on customer which you need it for.


#3

It would be helpful to have a Customer Transaction Report that includes the check #s and check dates from the receipts, not just a receipt number. That would help them to be able to track better than a just receipt number during the course of the year.