House Account Reports
There are 2 types of reports that you can run for House Accounts. They include the Account Statement Report and the Account Transaction Report.
Account Statement Report
The Account Statement Report displays
- Detail Statements (that can be mailed) or
- A Summary Statement of House Account's previous balances, purchases, payments and balances within the selected time period
Note: A #10 envelope is required for the account information to appear properly positioned for mailing of the Detail Statements.
Creating an Account Statement Detail Report / Printing Account Statements
- Create a New Report Called House Account Statements
- Type = Account Statement Report
- Image File=Logo to display at the top of statement
- Header=Text if desired to print at the top of report
- Select "Detailed Statements"
- Set Output Tab to Display and set report level
- Select Save and Close
Running an Account Statement (Detailed) Report
The following default options may be changed when running the Account Statement Report: Start Date, End Date, Destination and the Customer. The report can be displayed on the screen, sent directly to a printer, e-mailed or saved to a file.
Selecting (All) will populate a search box to search for a specific customer. Once selected, their name will appear in the report window.
Sample Account Statement Detail Report
Creating an Account Statement Summary Report / Summary of all House Accounts
- Create a New Report Called House Account Summary
- Type = Account Statement Report
- Select "Summary Statements"
- Set Output Tab to Display and set report level
- Select Save and Close
Running an Account Summary Report
The following default options may be changed when running the Account Statement Report: Start Date, End Date, Destination and the Customer. The report can be displayed on the screen, sent directly to a printer, e-mailed or saved to a file.
Selecting (All) will populate a search box to search for a specific customer. Once selected, their name will appear in the report window.
Account Summary Sample Report
Account Transaction Report
The Account Transaction Report displays an Account's individual transactions (Payments, Purchases and New Accounts) for the selected time range. Account Transaction Reports can be sorted by
- Customer or
- Transaction Type (Purchases and Payments)
Sample Sorted by Type
Sample Sorted by Customer
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