Hello all,
I am trying to create a custom report.
Basically i have a brokerage company. After my services is provided i invoice the client.
I am trying to make a custom report wherein all invoices for a particular customer is shown along with the payment date.
Kindly guide how to go about using the custom report feature. i was unable to understand the guide.
The best way anyone can help, is that you post here images of what you have tried so far and the results
Hi Joe91,
Regret that i dont know how to go about the custom report creation.
Please find below snapshot as desired.
please find below sample copy of a invoice.
What do you mean by “payment date” - there is no such term in Manager
If you mean the date the payment is due, then for a start, this invoice has no due date
If you mean, the date the invoice was paid, then use the Customer Statements Report
Hi,
I am aware of the customer statement report.
in the descrition column invoice number is there. However i wanted to have a seperate invoice column and details of the invoice in the description.
Hence wanted to make a custom report.
Well, you will have to attempt to create report and then I can help but I am still unsure what it is you are trying to achieve
@RAM93, your screen shots indicate you are using a very old, obsolete version of Manager. First, update your software. Then, read the Guide: Create custom reports | Manager. Next, as @Joe91 has written, make your best effort at a report and post screen shots of both the report definition and the result. Do not simply ask others to do your work for you. That violates the rules of the forum: FAQ - Manager Forum.
