Customer Account Report
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
-
Reports>Customers & Receivables>Customer Balance Detail and then filter by name/customer2
-
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
Categories
- All Categories
- 6.8K Accounts Hosted
- 8 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 18 📢 Reckon Payroll - Announcements
- 3.1K Reckon One
- 6 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 72 About Reckon Community