How do I create a custom report? I want to create a report for outstanding balance on prepaid vouchers. Or even better, if I can print in the receipt printer the balance and transaction history for an individual customer. Please advise.
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(212) 252 0634 | |||
1 answers
I assume you are using the account type "Customer Accounts".
Go to Manage->Accounts->Account Screens->Add Account Screen
Enter Customers for name
Filter Type - All
Select Customer Accounts and tick Display Details
Save.
Go to Manage->Accounts->Customers
You can print the entire list or select a Customer, click Account Details and then print transaction history.
Enjoy.