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simple report for customer totals

  • 20 April 2022
  • 3 replies
  • 103 views
M
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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.

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Best answer by DavidEichner 20 June 2022, 03:27

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

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
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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*.
M
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Thank you!

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