Customer Listing with Balances

Window Details		How Do I...
	Navigation		Create a Report Setting
	Overview		Print a Report, Listing, or Form
	Fields		E-mail, Fax, or Print a Report as a PDF
	Report Sample		Enter Multiple Values Using Separators

Related Topics
	Customer Listing	Accounts Receivable Options
	Customer Maintenance

Navigation

Accounts Receivable Reports menu > Customer Listing with Balances.

Overview

Use Customer Listing with Balances to print a list of customer-related information, similar to the Customer Listing, as well as customer sales history data such as period-to-date, year-to-date, and prior-year sales.

This report also allows you to print the customer data by any defined fiscal year or period.

You can enter a selection of customer numbers and names, salespersons, customer types, sort fields, states, ZIP Codes, tax schedules, and user-defined fields (UDFs) to print.

Note If the Enable Bill To Customer Reporting check box is selected and Bill To and Sold To Customers is selected in the Track Customer Sales History in Accounts Receivable By field in Accounts Receivable Options, a message appears stating that the sales information will be overstated when printing the report for both the bill-to and sold-to customers.

Fields

Report Setting	Fiscal Year
Description	Accounting Period
Type	Customers to Print
Default Report	Operand
Print Report Settings	Value
Three Hole Punch	Printer/Output
Number of Copies	Keep Window Open After Print
Collated	Keep Window Open After Preview
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