Print Customer Document Listing

Menu: Customer | Print Customer Document Listing...

Introduction

• Print Customer Document Listing can be used for you to see all the customer transactions that you have keyed into this system
• You can see Customer Invoices, Customer Payment, Customer Credit Note, Customer Debit Note, Customer Refund, and Customer Contra listings.
• You can use Document Listing to batch print and batch email your customer documents.
• At the bottom of the screen, you can se the payment details for each document

How to Print Document Listing

• Select which Document listing you want to see. Follow the image

• Press Apply Button

• Click Preveiw & Listing Report

• Example of customer invoice listing report

Print Document Style

• Tick relevant check boxes

Field Name	Explanation
Print Document Style	Tick this checkbox to print out bulk report or send batch email
Include Cancelled Documents	Tick this checkbox to include cancelled documents in the listing

• If you Tick Print Document Style , you will see that you will able able to choose customer invoice report format.

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Group/Sort By

• You can filter your documents based on Customer, Agent, Area, Currency, Project and Company Category

• You can use the Group by/Sort by table to choose how you want to group your report listing

• For example. you select to group by "Customer Name"

• Select the Listing Report

• Here is an example of the report

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See also

SQL Accounting