From either the Customers list or from various tabs when editing a customer, there are many different reports you can print, including forms to send to customers or informational lists.
Customers
From the Customers list screen and the reports toolbar button, you can select one or more customers to print particular reports for the selection, or print the reports for all records. These same reports are available when editing a customer and accessing the reports toolbar button at the top of the window.
10 Envelope – Prints the customer billing address on an envelope-sized page size. If you are editing a customer and have a shipping address highlighted, this shipping address will print instead of the billing address.
10 Envelope with Return Address – Prints the customer billing address on an envelope-sized page size. If you are editing a customer and have a shipping address highlighted, this shipping address will print instead of the billing address. In addition, the company address will also print at the top-left corner of the page.
Customer Statement – Prints a form with a list of outstanding invoices or other transaction types, with the original and current amounts printed.
Customer Statement by Due Date – Prints a form with a list of outstanding invoices or other transaction types, with the original and current amounts printed, and also each transaction due date.
Sample Customer Address Label – Prints the customer and company address. As this is a sample, it is expected that this report will be used as a basis for a customized report with the appropriate information included and the desired label size selected.
Accounts Receivable
Reports available here are the same as those available from the Accounts Receivables module and the Open Items list toolbar, when editing a specific customer record.
AR Payment Receipt – Prints a receipt form for payment transactions, whether or not they were applied to any particular invoices.
Customer Statement – Prints a form with a list of outstanding invoices or other transaction types, with the original and current amounts printed.
Customer Statement by Due Date – Prints a form with a list of outstanding invoices or other transaction types, with the original and current amounts printed, and also each transaction due date.
Invoice – Prints the Sales invoice form for each selected record, whether the related sales record has been Live Posted, moved to Sales History, or exists in a Closed Batch of invoices.
Price Matrix
When editing a customer and on the Price Matrix tab, the reports button on the toolbar gives access to the Customer Price List report. Before the report list is displayed, a calculation of prices for all inventory item prices for this customer is performed, which will take a few moments depending on the number of inventory records for this company.
Sales – Orders
Reports available here are the same as those available from the Sales module and the Order list toolbar.
Sales – Invoices
Reports available here are the same as those available from the Sales History module and the Invoices list toolbar.
Equipment
When editing a customer and on the Equipment tab, the reports button on the toolbar gives access to the Equipment Information report. This report is also available from the Equipment list toolbar, where the report can be printed for multiple customers.
