Accounts Receivable Summary

This report displays a summary of all customers and their current balances. The following information is displayed in the report: Customer Number, Last Name, First Name, Company Name, and On Account Balance Due. To view this report, select A/R Summary from the Reporting Screen. You can choose to sort by Customer Number or by Last Name.

Accounts Receivable Statement

This function prints a detailed statement listing purchases and payments for either all customers or a specific customer. To print a statement for all customers, select A/R Statement from the Reporting Screen then select All Customers. You will be asked whether or not to print statements for customers that have a total balance due of $0.00 and to enter the starting date of transactions. To print a statement for a specific customer, select A/R Statement from the Reporting Screen and choose Specific Customer, then enter the customer number. NOTE: Invoices that have been fully paid appear on the statement for 30 days.

Aging By Company

This report displays a list of all customers, their current balances, and for how long the balances have been outstanding. Overdue balances for each customer are listed in periods of 1-30 days, 31-60, 61-90 and 90+. To view this report, select Aging By Company from the Reporting Screen.

Membership

This report generates a list of all the customers who have an active club membership. The report lists the Customer Number, Full Name, and Memb ership Expiration Date. To view this report, select Membership from the Reporting Screen.

Purchasers of Item

This report displays a list of all customers who purchased a specific item. The following information is displayed in the report: Date, Time, Customer Number, First Name, and Last Name. To view this report, select Purchasers of Item from the Reporting Screen.

Sales History

This report displays the sales history of either all customers or a specific customer for a specified range of dates. The report shows every invoice and every item sold to the customer along with how many bonus points were earned. Each customer record appears on a separate page. To view this report, select Sales History from the Reporting Screen. Enter the start and end date, select either all customers or enter a specific customer number, and then click on Display or press . Click on Exit or press to exit without viewing the report.

Most Frequent Buyers

This function displays a message box with the top ten frequent buyers for a specified date range. To access this screen, select Most Frequent Buyers from the Reporting Screen, then enter the start and end date of the desired date range.

Phone Listing

This report generates a list of customers and their phone numbers. You can sort the list by either customer number or customer last name. The following information is displayed in the report: Customer Number, Last Name, First Name, Company Name, Phone Number, and Alternate Phone Number. To print a Customer Phone List by Customer Number, select Phone Listing from the Reporting Screen, type '1', then click on OK or press . To print a Customer Phone List by Customer Last Name, select Phone Listing from Reporting Screen, type '2', then click on OK or press .

Ship To Info

This report generates a list of customers and their Ship To addresses. All customer information, including credit card information, is printed. To print this report, select Ship To Info from the Reporting

Return to pages on Inventory Reports or Department Listing

Go on to pages on Hours and Wages or ASCII Transfer

Click here for a free POS software demo, or contact us here for a system quote.