Customer Payment Summary Report

This report shows shows a payment summary for your customers, with total invoiced, paid and still due/credited for the selected time period. Output currency can be changed. This report does not break down totals by 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
CustomerCustomer name
Customer Tags
Comma-separated customer tags
Customer Additional Attributes 1-10
Values of customer additional attributes
Last Invoice Date
Date of last invoice issued to customer
Last Payment DateDate of last payment from customer
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

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