Customer Payment Details Report

This report shows payment details by customer with invoiced, paid, still due/credited for the selected time period. Output currency can be changed. Use the detailed view to see payment details for each order/invoice.


Prerequisite:


Data from this report can be exported in Excel, PDF or RTF format. 


Input:

Time PeriodAllow user to select the time period from a list of options are set custom a custom date range.
CurrencyAllow user to select currency to be used in the report
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving of a layout for potential future use.
Reset LayoutResets layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 


Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report. 


Fields
Shipment DateShipment date for the Sale Order
CustomerCustomer name
Invoice #
Invoice Number identifying sale invoice
Invoice Date
Invoice issue date
Due Date
Date when invoice is due for payment
Sales Representative
Name of sales representative associated with the sale
Year
Year of invoice date
Quarter
Quarter of invoice date
Month
Month of invoice date
Customer Reference
Customer reference from sale document header
Customer Tags
Comma-separated customer tags
Customer Additional Attributes 1-10
Values of customer additional attributes
Shipment Date
Shipment date for the Sale Order
Shipping Address 1Line 1 of shipping address
CityShipping address city
State
Shipping address state
Country
Country location of customer

Postcode

Shipping address postcode
Data Headers
Total Invoice
Total invoice amount
Total PaidTotal amount paid of invoice
Due/CreditAmount due or credited of invoice
FX Gain/LossForeign exchange gains or losses


NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.