CaroleG
24 days agoExperienced Cover User
Identifying customer credit limit
Hi All
Is it possible to get a report like the reconciliation summary which shows our customers credit limits??
I have had a look and can't see anything like it. Customer Analysis shows sales but is not debtors.
If not is it possible to get a custom report made??
Hi CaroleG,
Currently, there is no option to generate a report that shows the credit limit in relation to money owed, similar to the reconciliation summary. However, you can post this as a feature suggestion on our Ideas board. This allows other users to vote on it and helps our developers consider it for future updates.
Cheers,
Princess