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Home / CheckMark MultiLedger, Customer, Vendor and Item Reports / Customer Reports in CheckMark MultiLedger

Customer Reports in CheckMark MultiLedger

creating customer reports

Customer Reports

Click Customer Reports in the Command Center.

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Types of Customer Reports

MultiLedger has many different customer reports options. Each report is described in detail below.

Accounts Receivable Reports

Accounts Receivable

Shows all outstanding invoices and finance charges as of the Cutoff Date entered. You can sort this report by due date, customer name, or document number by making the appropriate selection from the pop- up menu.

Accounts Receivable- Aged

Shows outstanding receivables (including any finance charges) in terms

of how long they have been outstanding as of the Cutoff Date entered.

Aging periods can be modified. You can sort this report by due date, name, or document number by making the appropriate selection from the pop-up menu.

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You can see the Statement Description field, the customer’s phone number, contact name, and salesperson on this report by checking this option.

Accounts Receivable- Summary Aged

Shows the total amount owed (including any finance charges) by each

customer in terms of how long the receivable has been outstanding as of the Cutoff Date entered. Aging periods can be modified.

Note

If you select the Accounts Receivable, Aged Accounts Receivable, or Summary Aged Accounts Receivable report for all of your customers, MultiLedger will show your accounts receivable detail balance and the general ledger balance for the Accounts Receivable account that is selected on the Interface Accounts window as of the Cutoff Date. These balances appear at the end of the report.

Customer History Reports

Transaction Detail

Shows a list of sales and payments for any open month. You can select one month or a range of months for this report. Payments made against invoices using the Customer Payments window show the deposit number along with the invoice number that was paid.

Transaction Summary

Shows a summary of the total sales and total receipts for each selected customer for the selected month or range of months.

Invoice Item Detail

Shows a list of items bought by a customer. This report shows the customer name, the date, invoice number, the item name, the quantity purchased, and the amount. You can select one month or a range of months for this report.

Customer Information and Mailing Labels

Customer Information

Shows the customer name, address information, phone, fax, email address, website, Reseller ID, ship to addresses, and any notes set up for the customer.

Mailing Labels

For printing customer mailing labels. Mailing label dimensions are defined on the Preferences window under the File menu.

Customer Statements

Customer Statements- Open Invoices

Shows all of the outstanding invoices and finance charges that a

customer owes in chronological order as of the Cutoff Date entered.

Initially, the Cutoff Date is the current date. Any partial payments applied to invoices are also shown.

Customer Statements- Activity Based

Shows all of the outstanding invoices and finance charges that a

customer owes, with a running balance for all outstanding amounts.

Payments from the 30 days prior to the Cutoff Date are also shown.

Options for Customer Statements

Print metafile (Windows) or Print PDF/PICT File (Macintosh)

If this option is checked, an Open File dialog box appears after clicking

Print or OK in a Print dialog box for customer statements. This allows

you to select the Metafile or PDF/PICT File for printing.

Note

Use the Format command under the File menu to position where the customer statement information prints on a page (for details, see “Customizing Print Field Positions for Your Printer”

If a Metafile (Windows) or a PDF/PICT File (Macintosh) is being used for the customer statement graphics, check the Print Metafile or Print PDF/PICT File option. To adjust where the various fields print on customer statements, use the Format command under the File menu. For more details, see “Positioning Print Fields for Windows Metafiles or Macintosh PDF or PICT Files”

Zero-Balance Statements

(Activity Based statements only) If this option is checked, Activity Based Customer Statements that show activity in the 30 days preceding the Cutoff Date but have zero balances due are printed.


Related Articles

How to Use Reports Window in CheckMark MultiLedger

How to Create Accounts Receivable Reports

How to Create Customer History Reports

How to Create Customer Information Reports

How to Create Customer Statements

How to Create Vendor Reports

How to Create Accounts Payables Reports

How to Create Vendor History Reports

How to Create Vendor Information Reports

How to Create and Print or E-File 1099 Information

Item Reports in CheckMark MultiLedger

How to Create Item Report

Related

CheckMark MultiLedgerCustomer, Vendor and Item Reports

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