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SIT1991's avatar
SIT1991
Member
3 years ago

Report showing customers credit limit and terms

Hi,   How do I generate the customers report to show the credit limit and terms? At the moment, there are not credit limit or terms to add to my customize report on card list. Please see attached...
CloverQ's avatar
CloverQ
Former Staff
3 years ago

Hi SIT1991 

 

If you run the Card List [Detail] report, it will display the credit limit information as well as terms. You can customise this report to show desired fields only. 

 

Alternatively, you can also use File > Import/Export Assistant, select customer cards and tick the desired export fields to export the information to a text file, which can be opened in Excel for further customisation.

 

Please feel free to let us know how you go, or if you have any other questions.

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