Moderator

Re: Customized Customer Report

You can use the A/R aging Detail report, WOVC. 

 

We would need few customization on this report to add the payment. This will help us identify the payment date. 

I'll guide you how: 

  1. Open the A/R Aging Detail report. 
  2. Select the Customize Report button. 
  3. Go to Filters tab and search for TransactionType Filter. 
  4. Select Multiple Transaction Type then choose Invoice and Payment.
  5. Click OK.
    TransactionType.PNG
  6. Search for Paid Status the choose Either.
  7. Click OK.
    Paid Status.PNG


This will show all payments associated to the customers. You can also export the report to excel. Then summary the data to get the necessary info you need. 

Get back to us if you need more trick in customizing reports