Forum Discussion

nickf1's avatar
nickf1
Experienced User
2 years ago

Exporting daily customers

AccountRight Standard user.

 

I'd like to create a periodical custom report of customers who I've invoiced.

 

The fields I'd like to export are:

  • Customer Name
  • Customer Address
  • Customer Phone
  • Customer email address

(but only those customers who have been invoiced within a particlar date range)

 

I'd appreciate any advice you can offer.

 

Thanks.

Nick