Customer Ledger report

This report displays a listing of all sales transactions for each customer, within a specified period range. Recurring sales are not included in this report unless they have been recorded.

Report details

Filters

General:

Customers All/Selected

Custom List # 1, # 2, # 3

Advanced:

Dated From/To

Identifiers

Sorted by

Customer Name, then transaction date

Subtotals / Totals

Subtotals for each Customer:

Transaction Amount

Balance

More Report Fields (not preselected)

Debit

Credit

Finishing Choices

Separate Pages

Add to Reports Menu

Prevent Data Changes During Report Generation

Include Company Name

Include Company Address

Include Report Date and Time

View transaction source

Click Date, Src, ID #, Memo, Transaction Amount or Balance to open the Sales window.

Click Customer Name or Customer ID to open the Card Information window.

View sample

Reports list