Customer Ledger report
This report displays a listing of all sales transactions for each customer, within a specified period range.
Recurring sales are not included in this report unless they have been recorded.
Report details
Filters
General:
Customers All/Selected
Custom List # 1, # 2, # 3
Advanced:
Dated From/To
Identifiers
Sale Entry: All Sales/Web Sales/Non-Web Sales
Sorted by
Customer Name, then transaction date
Subtotals / Totals
Subtotals for each Customer:
Transaction Amount
Balance
More Report Fields (not preselected)
Debit
Credit
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click
Date
,
Src
,
ID
#
,
Memo
,
Transaction Amount
or
Balance
to open the
Sales
window.
Click
Customer Name
or
Customer ID
to open the
Card Information
window.
View sample
Reports List
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