Customer Payment reports

yippee

I used to be able to run a Customer Payment Report, but the report has disappeared in my reporting options. Is this a change that happened with the switch to Business Pro...half the reports have gone...
I need to be able to show my client what invoices their payments have been allocated to.

Shella_A

Hi @yippee,

 

Thank you for your post.  I'd like to extend you a warm welcome to the Community Forum. I hope you find it a valuable resource.
 

Regarding this, customer payment reports show the same results as customer transaction reports. You can access the sales reports via the Reporting menu> Reports> Sales reports. You may have a look at this help article, sales reports that has all the detailed information with this. 

 

If you need further help, don't hesitate to start a new post and we'll be happy to assist.

 

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

 

 

 

Cheers,
Shella