Transaction list by customer

The Transaction List By Customer report summarizes customer transactions over a specified period, aiding in tracking sales, payments, and outstanding balances. Customize parameters for insights and conveniently export data for offline analysis.

To View this report

1. Navigate to the left sidebar and click on Reports.

2. Under the Receivables section, select Transaction list by customer.

3. Provide the Report Period (Start date to End date) & Customer details.

4. Click Run Report.

Let's explore the components of this report

Component	Description
Report Period	Specifies the timeframe for the report.
Customer	Name or identifier of the customer associated with the transaction.
Date	The date when the transaction occurred.
Transaction Type	Specifies the type of transaction, such as invoice, payment, credit memo, etc.
Transaction	The unique identifier or reference number for the transaction.
Shipment	Details of any shipment or delivery associated with the transaction.
Amount	The monetary value of the transaction.
Balance	The remaining balance after the transaction is processed, indicating the updated financial standing.

You have the option to export the report in CSV, Excel, or PDF formats for convenient offline access.