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View Full Version : report for the customer


groll
06-14-2007, 09:14 PM
Would be nice to have the option to create a report FOR the customer.

For example, I have a client that has had an ongoing account with me for over 2 years. He has paid some, I have added some work onto the invoice, I have emailed the invoices as we have gone along for reference.

It would be great if I can have a report specified by customer that would show them their account balance, the payments (with payment dates and notes), and the email log.

This would also work with an angry customer who says that they didn't get an email notice, or made a certain payment, or other features...

groll
06-14-2007, 09:17 PM
nevermind....just found it under the print sections....i'm an idiot :)

K Software
06-14-2007, 09:21 PM
Glad you got it!

johnct
07-03-2007, 06:15 PM
sorry where do you find this??

groll
07-03-2007, 06:18 PM
Click on the customer tab, then double-click on the customer, then you can find the reports under CUSTOMER REPORTS at the top of the popup window.

K Software
07-03-2007, 06:20 PM
I will be adding batch support for those soon, too!