Customer Account Report
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Graeme_7392170
Member Posts: 7 ✭
Hi,
I am trying to bring up a report of a customer account balance including every item or payment they have made with a running balance.
how do I bring this report up?
I am trying to bring up a report of a customer account balance including every item or payment they have made with a running balance.
how do I bring this report up?
0
Comments
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Reports>Customers & Receivables>Customer Balance Detail and then filter by name/customer2
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You can also customize the report using the TransactionType filter, if you want to see the total of all invoices or total of all payments from an individual customer.
ModifyReport>Filters>TransactionType1 -
You can also customize the report and rather than show plus and minus in one column, you can insert a debit and credit column and get rid of the amount column1
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