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Create a customer QuickReport

This is a quick way to find out whether a customer has recent credit with your company. The report lists invoices, credit memos, and payments related to the customer.

To do this task

  1. Click Customer Center.

  2. Select the customer or job for which you want a report.

  3. Go to the Reports list in the Customer or Job Information area, and click QuickReport.

  4. To include transactions prior to the current month, choose a different date range from the Dates list (or click the calendars by the To and From fields to enter a custom date range).

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