How do I create this report?
To do this task
In the Customer Center, choose a Customer or Job from the list.
This report lists chronologically transactions related to a particular customer or job, including:
Payments received for the job
Note: Payments received from a parent customer will not
appear on this report. To see these payments, you need to look at
the Customer Balance Detail report.
If you selected a customer name instead of the name of a
specific job, the report groups the transactions by each job your
company performed for the customer.
To open any of the transactions listed, double-click the
transaction's entry in the report.
The report shows transactions for the current month
to date. To change the period covered, click the Dates drop-down list and choose a different date range.
What do the
different date ranges mean?
Get the most out of
report for reuse