I just want to run a report on my total receivables by customer and see it from highest to lowest amount.
Aged receivables report does under
Reports tab, have you tried it?
Oh is that what that does. I will have to try that. Thank you.
Yes I tried ‘Aged receivables’. It only shows me open or outstanding invoices by customer not what they have paid me since 1-1-15
I guess you want to know the total transaction or payment from each customer for a period. That report is not available now but you can use tracking codes for that purpose for now. In the future am sure we will have that kind of report.
You can get this with a customer statement, choosing the Transactions option. But it will only give you one customer at a time, not a list in descending order, if that’s what you desire.
Export the listing. Import to Excel and manipulate to your heart’s content.