Customer report screen is a set of reports related to customer listings, Credit Notes, sales history, and A/R.
Customer Lists –Display all customers sorted by id or customer name for all Customers, Delivery Run, Company or Charge customers
Mailing Report –Display all customers including mailing address.
Select Email List report if you like to get customer’s email address for all customers or the ones who signed up for Web/Marketing.
Credit Note Report –Display all issued/outstanding Credit Notes for all or particular customer.
A/R Report –Display all issued/outstanding Credit Notes for all or particular customer.
This report displays all A/R for Charge/COD customers. You should make sure to run this report on regular basis to have your A/R under control.
COD customers should not have any outstanding balance.
Some people consider A/R base on invoices that are checked out, In that case use Checkout option.
To get A/R for a particular run select desire run.
A/R Detail report show all A/R invoices.
A/R Detail > 30 > 60 shows all A/R invoices grouped with > 30 and > 60 days
A/R Summary shows all customer with overdue balance grouped in 30-60-90, over 90 days.
For security reason all customers’ names are blanked out.