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Individual customer activity report with payment history

When customers are querying whether they have overpaid you, you need to be able to print off an activity report for that customer to show them all paid invoices and dates/amounts of payments received. With large, ongoing projects, some clients make random payments on account and it can get confusing. Seems a basic requirement and I don't how how to get around this. It doesn't sound very professional to say that our accounts software cannot generate such a report.
  • Belinda Whitlock
  • Jan 10 2017
  • Already exists
  • Jan 10, 2017

    Admin Response

    Hi Belinda, You can use the Purchase History report on the customer screen, this will show all of this information for your customer. Thanks
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