Print Customer Document Listing

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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

Cust doc listing.png
  • Select which Document listing you want to see. Follow the image
Cust doc listing2.png
  • Press Apply Button
Cust doc listing5.png
  • Click Preveiw & Listing Report
Cust doc listing-selectreport1.png
  • Example of customer invoice listing report
Cust doc listing-selectreport2.png
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Print Document Style

  • Tick relevant check boxes
Cust doc listing3.png


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.
Cust doc listing-selectreport.png

Cust doc listing-samplereport.png

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Group/Sort By

  • You can filter your documents based on Customer, Agent, Area, Currency, Project and Company Category
Cust doc listing-sortby.png


  • You can use the Group by/Sort by table to choose how you want to group your report listing
Cust doc listing-groupby.png


  • For example. you select to group by "Customer Name"
Cust listing-selectlvl1.png


  • Select the Listing Report
Cust listing-lvl1.png


  • Here is an example of the report
Cust listing-lvl1-2.png
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See also

SQL Accounting