# Generating Customer Reports **URL:** \ **Category:** Uncategorized\ **Created:** [July 31, 2025, 2:59pm UTC](https://forum.manager.io/t/generating-customer-reports/64279 "2025-07-31T14:59:23Z")\ **Posts on this page:** 8\ **Page:** 1
**Author:** ![CommuniChi](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/communichi/32/57462_2.png) [@CommuniChi](https://forum.manager.io/u/CommuniChi)\ **Post date:** [July 31, 2025, 2:59pm UTC](https://forum.manager.io/t/generating-customer-reports/64279/1 "2025-07-31T14:59:23Z")
Hi, I’ve just created my file in the past few days and trying to work out all the kinks. I’m having difficulty generating a customer report. When I click on Reports \> Sales Invoice totals by Customer \> enter an appropriate date range \> Create. The report is blank, even though I’ve generated 12 Receipts for Customers. I have 131 customers in my database. Probably I’ve set up my Chart of Accounts incorrectly. What’s the easiest fix? ![manager report quandary](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/c/c/ccad8879eb4b5bb3449c4b69a96cbaf437e9cda9.png) ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [July 31, 2025, 3:09pm UTC](https://forum.manager.io/t/generating-customer-reports/64279/2 "2025-07-31T15:09:26Z")
The Sales Invoice Totals by Customer does exactly that - it total the Sales Invoices by Customer. You not entered any Sales Invoices - the Sales Invoice tab shows 0 entries Receipts are not Sales Invoices ---
**Author:** ![Manager\_User](https://avatars.discourse-cdn.com/v4/letter/m/2acd7d/32.png) [@Manager\_User](https://forum.manager.io/u/Manager_User)\ **Post date:** [July 31, 2025, 3:17pm UTC](https://forum.manager.io/t/generating-customer-reports/64279/3 "2025-07-31T15:17:34Z")
Your chart of accounts does not appear to be an issue right now. What are you wanting? If your wanting a statement of transactions made between you and the customer then go to: Reports \> Customer Statements (Transactions) then you can create statements. ---
**Author:** ![CommuniChi](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/communichi/32/57462_2.png) [@CommuniChi](https://forum.manager.io/u/CommuniChi)\ **Post date:** [July 31, 2025, 3:26pm UTC](https://forum.manager.io/t/generating-customer-reports/64279/4 "2025-07-31T15:26:17Z")
I wasn’t an accounting major, but AI tells me that an Invoice is a request for payment….I don’t do that. People pay me, so I use receipts. ---
**Author:** ![CommuniChi](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/communichi/32/57462_2.png) [@CommuniChi](https://forum.manager.io/u/CommuniChi)\ **Post date:** [July 31, 2025, 3:28pm UTC](https://forum.manager.io/t/generating-customer-reports/64279/5 "2025-07-31T15:28:17Z")
Okay, I am trying this, but still no luck. I click on Reports/Customer Statements (Transactions)/set Period. I choose the month of July, I click on “Update” and then it brings me back to the Set Period window. No transactions. ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [July 31, 2025, 3:38pm UTC](https://forum.manager.io/t/generating-customer-reports/64279/6 "2025-07-31T15:38:41Z")
The Customer reports only work on credit sales ie Sales Invoices & Credit Notes not cash sales posted using Receipts You could try using the advance query on the Receipts to get whatever report you are looking for Or, enter a Sales Invoice as well as a receipt ---
**Author:** ![CommuniChi](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/communichi/32/57462_2.png) [@CommuniChi](https://forum.manager.io/u/CommuniChi)\ **Post date:** [July 31, 2025, 4:15pm UTC](https://forum.manager.io/t/generating-customer-reports/64279/7 "2025-07-31T16:15:15Z")
Advance Query…then search by Customer. That’s it! ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [July 5, 2026, 7:58pm UTC](https://forum.manager.io/t/generating-customer-reports/64279/8 "2026-07-05T19:58:54Z")
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