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October 15, 2020
Question

How do I print a report with Customer Payment Totals and a complete total of payments?

  • October 15, 2020
  • 1 reply
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1 reply

October 15, 2020

Hello Karen138,

 

If you want a relatively detailed list of customer transactions, then the Transaction List by Customer. 

 

A handy step would also to be to customise the report, and add an 'Open Balance' column. This will display any balances on the transactions.

 

However, this report does not provide an immediate total for the open balances of invoices and payments on file. Instead, any transactions with open balances may need to be calculated within Excel, after exporting the file.

 

-Ken