Customer Account Report

Graeme_7392170
Graeme_7392170 Member Posts: 7
edited January 2020 in Reckon Accounts (Desktop)
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?

Comments

  • Charley
    Charley Member Posts: 541 ✭✭✭
    edited January 2020
    Reports>Customers & Receivables>Customer Balance Detail and then filter by name/customer
  • RelseyK
    RelseyK Member Posts: 6
    edited September 2015
    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>TransactionType
  • Charley
    Charley Member Posts: 541 ✭✭✭
    edited January 2020
    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 column