Looking for a detailed customer report I can generate. Wasnt sure if there is a standard template already available in Acumatica or is it more of a customization?
Just looking based on a customer:
Invoice, Total, Dates, Due Date, Checks Received, etc.
I currently just use Customer Details and export to Excel and adjust that way, but wouldnt mind something a little more formal.
+20Hello,
Did you try Customer Balance report? Customer balance report, Detail option will include all Invoices & Payments; can optionally show how payments were applied:
Hello,
Did you try Customer Balance report? Customer balance report, Detail option will include all Invoices & Payments; can optionally show how payments were applied:
That doesnt look too bad! I’ll play around with that, thank you!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
