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customer statement in details

  • October 18, 2021
  • 4 replies
  • 217 views

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I need a report to display the customer statement in details like the below report

 

we are using IFS9

Best answer by Kalpa Veranga

Hi @Nagah.khaled ,

 

You can use customer transaction report from Order Report to view these information. Below is one of the reports I have taken. 

 

 

You can choose the customer and get the report accordingly. I hope this will help you.

 

Kind Regards,

Kalpa.

This topic has been closed for replies.

4 replies

Amalith Wijewardhana
Hero (Employee)
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Hi @Nagah.khaled ,

You can user Customer Statement of Account from Order Report as below.

 

Also, you can schedule this report to run according to pre-defined parameters to get this report for equal future time intervals as below.

 

Hope this will help you.

Thanks & regards,

Amalith


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  • Author
  • Hero
  • 110 replies
  • October 19, 2021

what is the difference between customer statement and customer transactions report ? 


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  • Hero (Employee)
  • 49 replies
  • Answer
  • October 19, 2021

Hi @Nagah.khaled ,

 

You can use customer transaction report from Order Report to view these information. Below is one of the reports I have taken. 

 

 

You can choose the customer and get the report accordingly. I hope this will help you.

 

Kind Regards,

Kalpa.


Forum|alt.badge.img+14
  • Author
  • Hero
  • 110 replies
  • October 19, 2021

but why customer statement report doesn’t show all this information.