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May 13, 2020
Question

How do i figure out what the total owed by customers is, by class?

  • May 13, 2020
  • 1 reply
  • 2 views
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1 reply

MaryLurleenM
Level 6
May 13, 2020

Good day, csprllc,

 

You can run the Sales by Customer Detail report, then customize it to show the total owed by Class.

 

Let me show you how:

  1. On the Reports page, open the Sales by Customer Detail report.
  2. Click the Customize button at the top.
  3. Click on the Filter drop-down.
  4. Check the boxes for Transaction Type, Class, and A/R Paid.
  5. For Transaction Type, select Invoices, and A/R Paid, select Unpaid.
  6. Click Run report.

Check these articles for future reference in customizing reports:

Stay in touch with me if you have more questions.