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Payment History Report

 
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dawn
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Joined: 26 Jun 2004
Posts: 311
Location: Mishawaka, IN

PostPosted: Fri Aug 29, 2008 1:49 pm    Post subject: Payment History Report Reply with quote

For actual payment history, try this:

Reports>Customer Balance Detail.

Modify the report:

Advanced>as of report date.

Add columns for debit/credit/open balance.

Deselect amount and balance columns.

Filter by customer name.

Set date range.

Once the report is open, drag the Open Balance column to the right.

Memorize this for future use.

Be sure that all payments and credits have been applied. The only thing that should show in the open balance column is unpaid invoice amounts.
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Dawn Mitchell
Manufacturing Information Solutions
www.mis-group.com
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