Customer Invoice Report
Hello, Our bank needs a new debtor finance report. The report must contain only the following: Customer ID Customer Name Invoice No Date Amount I am trying to customize a report but can...
Forum Discussion
Hey Jacmus,
You’ve mapped out clearly what the bank needs, especially with sticking to just those five fields and making sure the list only shows outstanding invoices. The Sales Customer Detail report gives you most of the fields you need, but it won’t show which invoices are still outstanding. To pick up the outstanding ones, you’d need the Receivables Reconciliation Detail report, though that one doesn’t include Customer ID or Customer Name. Using both reports together is the only way to pull together the full debtor finance info your bank is chasing.
Cheers,
Doreen
