Accounts Receivable Summary
This function prints a detailed statement listing purchases
and payments for either all customers or a specific customer. To print
a statement for all customers, select A/R Statement from the Reporting
Screen then select All Customers. You will be asked whether or not to
print statements for customers that have a total balance due of $0.00
and to enter the starting date of transactions. To print a statement for
a specific customer, select A/R Statement from the Reporting Screen and
choose Specific Customer, then enter the customer number. NOTE: Invoices
that have been fully paid appear on the statement for 30 days.
This report displays a list of all customers, their
current balances, and for how long the balances have been outstanding.
Overdue balances for each customer are listed in periods of 1-30 days,
31-60, 61-90 and 90+. To view this report, select Aging By Company from
the Reporting Screen.
This report generates a list of all the customers who
have an active club membership. The report lists the Customer Number,
Full Name, and Memb ership Expiration Date. To view this report, select
Membership from the Reporting Screen.
This report displays a list of all customers who purchased
a specific item. The following information is displayed in the report:
Date, Time, Customer Number, First Name, and Last Name. To view this report,
select Purchasers of Item from the Reporting Screen.
This report displays the sales history of either all
customers or a specific customer for a specified range of dates. The report
shows every invoice and every item sold to the customer along with how
many bonus points were earned. Each customer record appears on a separate
page. To view this report, select Sales History from the Reporting Screen.
Enter the start and end date, select either all customers or enter a specific
customer number, and then click on Display or press
This function displays a message box with the top ten
frequent buyers for a specified date range. To access this screen, select
Most Frequent Buyers from the Reporting Screen, then enter the start and
end date of the desired date range.
This report generates a list of customers and their
phone numbers. You can sort the list by either customer number or customer
last name. The following information is displayed in the report: Customer
Number, Last Name, First Name, Company Name, Phone Number, and Alternate
Phone Number. To print a Customer Phone List by Customer Number, select
Phone Listing from the Reporting Screen, type '1', then click on OK or
This report generates a list of customers and their Ship To addresses. All customer information, including
credit card information, is printed. To print this report, select Ship To Info from the Reporting