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simple report for customer totals


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


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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  • Jr Varsity III
  • June 27, 2022

Thank you!


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