Customer Reports Page One of Three


Customer Reports (5663)






Customer Address List
Search: Customer List, Display: All customer addresses and phone numbers
Customer Statement (Balance Forward-Plain Paper)
Search: Customer List, Set: Date Range, Display: A statement summarizing the balance through the start date and all activity during the specified period
Customer Statement (Balance Forward-Preprinted #80821)
Search: Customer List, Set: Date Range, Display: A statement summarizing the balance through the start date and all activity during the specified period
Customer Statement (Open Item-Plain Paper)
Search: Customer List, Set: Statement Date, Display: A statement listing all open invoices and their remaining balances
Customer Statement (Open Item- Preprinted #80821)
Search: Customer List, Set: Statement Date, Display: A statement listing all open invoices and their remaining balances
Customer Balances & Credit Limits
Search: Customer List, Display: Customer Name, 1st Phone Number, Salesperson, Average Pay Days, Credit Limit, Balance, and Credit Available
Customer Terms & Discounts
Search: Customer List, Display: Customer Name, Average Pay Days, Terms, Due Days, Discount Days, and Discount Percentage
Customer Aging (Summary)
Search: Customer List, Display: Customer Name, 1st Phone Number, Terms, Current, 30+ Days, 60+ Days, 90+ Days, and Balance
Customer Aging (Detail)
Search: Customer List, Display: Customer Name, Date, Invoice #, 1st Phone Number , Customer PO #, Terms, Current, 30+ Days, 60+ Days, 90+ Days, and Balance
Customer Open Invoices
Search: Customer List, Set: Statement Date, Display: Customer, Date, Invoice #, 1st Phone Number, Customer PO #, Terms, Invoice Total, Discounts Taken,
Amount Paid, and Open Balance
Customer Transactions
Search: Customer List, Set: Date Range, Display: Customer, Date, Type, Reference #, Age, Amount, Finance Charges, Discounts, Payments, and Net Change
Customer Transactions, sorted by Date
Search: Customer List, Set: Date Range, Display: Date, Customer, Salesperson, Type, Reference #, Age, Amount, Payments, and Net Change



Related:

  Chapter 6 Contact

Return to Help