Customer Management Detail

The Customer Management Detail Report lists all invoices for a customer, along with any payment information.

Options

Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select Range, you can enter a beginning and ending date.
Sort by: You can sort by customer ID, customer name, or customer ID/invoice date.
Summarize report: Select this check box to summarize sales totals by customer.
Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.

Note: You can filter this report by customizable fields for customers.

Columns

Select the Columns link to choose which data fields to include and where the columns break on your report. Tell me more about choosing report fields.

Fonts

Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.

Customer Management Detail

Options

Columns

Fonts

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