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ericgolia3
Level 1

Is it possible to track customer account activity? I would like to create a list of customers with no account activity (invoices, payments, etc.) in the last 3 years.

 
1 Comment 1
Regina_Lend_A_Hand_Accounting
Level 9

Is it possible to track customer account activity? I would like to create a list of customers with no account activity (invoices, payments, etc.) in the last 3 years.

The "Customer Balance Summary" and the "Income By Customer Summary" report scan be customized to include "All Dates", "All Customers" and "All A/R Paid" which includes customers that have no transactions. 

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