How do I create this report?
To do this task
Choose Reports > Customers & Receivables > Customer Balance Detail.
This report shows all transactions related to customers, grouped
by customer and job. The totals in the Balance column are the
unpaid balances for each customer and job. A total of $0.00 means
that the customer has no unpaid balance.
The ending date of the report and the balances shown are as of
today's date. You can show the balances as of a different date
by choosing another date range from the Dates drop-down list at the
top of the report.
What do the
different date ranges mean?
Show all payments from a single customer
If you haven't already done so, open the Customer
Balance Detail report.
Click the Customize Report button.
Click the Filters tab.
Select Name from the Filter scroll box.
Click the Name drop-down arrow and choose the name of the customer.
Select Transaction Type from the Filter scroll box.
Click the Transaction Type drop-down arrow and choose Payment.
Click OK to return to the report window.
If this report will be useful to you in the future, click Memorize.
Show open credit memo amounts and unapplied payments for a customer
Get the most out of
report (so you can use it again)