If you have access to Customer Reports in Back-office, you will be able to view report 307.
This report shows a combined statement of every transaction of a customer posted to the ledger in a specific period of time.
1. In Advantage Back-office, click the left sidebar menu.
2. Open the Customers menu.
3. Click on Customer Reports.
4. Select Report 307 - Customer Ledger , by clicking on it.
5. Click on the "Show Report" button.
6. Select a Statement Period from the drop-down list.
7. The following options are available:
To view the statements for ALL customers, tick the "All, or select a Customer" checkbox OR to view the statement for a specific customer, untick the "All, or select a Customer" checkbox and select a customer name from the drop-down list. |
Select or Unselect Only Customers with Credit Terms Enter a Timeout |
Select the level of detail. Level 1: least amount of detail or Level 2: a bit more detail than level 1. Level 3: a bit more detail than level 2. Level 4: a bit more detail than level 3. |
Select your transaction from and to dates. |
8. Click on the Fetch button.
9. This report can be exported to the following file formats: Microsoft Excel, Acrobat PDF and Text CSV.