Description
This article how to open Customer Statements Report. This report display payment information applied to customer orders.
Detail Steps
To access Report:
Open WMS.
Select Reports > Sales > Sales History > By Customer.
3. Select Report Set (select *Default if no customisation done).
4. Select Location or *Show All.
5. Select Customer or *Show All.
6. Select Report Type.
7. Generate Report.
Example Report in Summary Type:
Example Report in Detail Type:
Workflow Restriction The report will only show Closed WMS Sales with a balance owing. The report only takes into account those payments entered directly in the WMS not your accounting system. |
Related Information
If you encounter an issue running Report, please contact Datapel Support team.