Reports

Print Customer Document Listing

• View all customer transactions (Invoices, Payments, Credit Notes, Debit Notes, Refunds, Contras).
• Batch print or email documents.
• The payment details for each document are displayed at the bottom of the screen.

• Select which Document listing you want to see. Follow the image:

• Click Apply Button

• Click Preview & Listing Report

• Example of customer invoice listing report

Print Document Style

• Tick relevant checkboxes

Field Name	Explanation
Print Document Style	Tick this checkbox to print out bulk report or send batch email
Include Cancelled Documents	Tick this checkbox to include cancelled documents in the listing

• If you tick Print Document Style , you will see that you will be able to choose customer invoice report format.

Group/Sort by

• You can filter your documents based on Customer, Agent, Area, Currency, Project and Company Category

• You can use the Group/Sort By table to choose how you want to group your report listing

• For example, you can group the report by "Customer Code"

• Select the Listing Report

• Here is an example of the report

Print Customer Balance Report

• Print Customer Balance Report allows you to see all the customer's balance.

• Select the date period for the balance report

• You can filter the report by selecting the customer, agent, area, project of the transaction

• For example, filtering by customer name, we selected one company: ALPHA & BETA COMPUTER

• You can click on the small + icon to expand the row and see the transactions details.

• Press the Preview icon to preview and print the report

Print Customer Due Document Listing

Customer Due Document allows you to print reminder letters for customers with outstanding amounts.

1. Filter by Date, Document (Invoice, Debit Note, Credit Note, Contra)

2. Overdue or Undue document.

3. System can generate by group and give you a summary on each group (group/sort by)

4. Apply.

   

5. If you want to print a reminder letter, make sure you tick the customer code under “Group / Sort by” and Apply.

   

6. Preview the report and you will see Cust Overdue Letter, choose your preferred format.

   

   

7. Customer Analysis By Document

   This report is used to analyse all customer documents. You can check total Invoice, Credit Note, Debit Note, Payment and the rest of the document amount.

8. Customer > Print Customer Analysis By Document

9. Filter by Document Date and any others optional field to display.

10. Apply