Customer Statements

Created by Datapel Integration, Modified on Fri, 6 Jun at 4:30 PM by Datapel Integration

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.

Reporting

Exporting Reports