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simple report for customer totals

  • Apr 20, 2022 1:13 PM UTC
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Jr Varsity III
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hi all, is there an out of the box report that shows totals sales for a customer? this would include open sales and sales history and should also include credits. 

thanks in advance.

Best answer by DavidEichner

You should be able to create a Generic Inquiry that would do that.

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    DavidEichner
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    • DavidEichner
    • Captain II
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    • Jun 20, 2022 1:27 AM UTC

    You should be able to create a Generic Inquiry that would do that.

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    David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
      Kandy Beatty
      Captain II
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      HI @marisa10 

      Here is a template you can start off for your GI:

       

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      Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
        Jr Varsity III
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        • mna10
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        • Jr Varsity III
        • Jun 27, 2022 6:37 PM UTC

        Thank you!

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