To view your Customer reports, click on Reports and then on Customer Reports.
There are two customer reports that you can choose from.
Balances
The Balances report shows a list of your customers, their details and their latest balance. This report can be filtered by site and date range.
Once you have updated your filters, you can click on the rounded arrow next to Export to refresh the information displayed on-screen.
If you would like to download your report, click on Export. This will open a drop down where you can choose to Export to PDF or Export to Excel.
Statements
The Balances report shows a list of your customer's transactions e.g. sales completed on account and their account payments. The report can be filtered per site, customer and a specific date range.
Once you have updated your filters, you can click on the rounded arrow next to Export to refresh the information displayed on-screen.
If you would like to download your report, click on Export. This will open a drop down where you can choose to Export to PDF or Export to Excel.
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