A/R Customer Snapshot Report

Go To User Guide - Accounts Receivable

Accounting>File>Accounts Receivable

This report is available when clicking File, Accounts Receivable, Customer Snapshot. Customers who have orders that have been Job costed display in this report.

Tag the customer(s) for reporting, check send to .csv if desired then click the printer button.

Report Example

LIst of CSV Output

Customer

Addr1

Addr2

City

State

Zip

Current

31-60

61-90

91 +

Sales for Past 12 Months

High Credit

HC Date

Credit Limit

Phone

Open Date

Account Type

Contact

Email

Fax

Last Pur Date