Print History of Client's A/R & payments
How to print out a year's worth of the customer's A/R & payments, so she can see that her open balance is actually due?
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05/03/11 12:29pm PDT
Viewed by asker 05/12/11 9:05am PDT
Viewed by asker 05/12/11 9:05am PDT
7 Replies
05/03/11 12:31pm PDT
If you go to the report list under customers and receivables and print out the customer detail balance, it will show all of the invoices and payments received.
05/07/11 3:51pm PDT
Thanks, but I got that far. She wants all the dates and charges, not just invoices, which are totals by month the way I do it. any further ideas?
05/07/11 6:04pm PDT
What you see is what it is. Export it to Excel & make your changes there
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
Sandy Powers
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05/03/11 12:54pm PDT
You can run an Customer open balance detail report, (Reports, Customer and Receivables, Customer Balance Detail) and then modify for the dates you want.
If this helps, please check solved, or thumbs up, otherwise ask more questions, thank you, Sandy
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05/03/11 8:36pm PDT
Open the customer center > Select the customer > customize the right side of the screen to show invoices & payments > Right clcik > Select View as Report
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
05/09/11 12:03pm PDT
The solution
Have you tried sending her a statement with all of the charges and payments detailed? This is an option on the statement page. Other than that, you can send her copies of all of her invoices showing all of the charges and a spreadsheet showing her all of the payments.
