Re: Now You Know: Sales by Customer vs. Income by Customer Reports
As well as the reports mentioned above I sometimes use Classes to track income/expenditure by customer. For example I have a client that builds houses. Everytime he incurs an expense or earns income from a paticular client he has assigns a class which is set up as their individual addresses. This gives a clear breakdown of exact costs relating to that build only. You can also use Location in a similar way. There is also the new feature of Projects which can be turned on in the Account and Settings under the Company Cog which is useful for similar functionalities.