Accounts Receivable - Customer Ledger Cards
Function
The Customer Ledger Cards task lists all outstanding invoices, up to a selected date, for a range of customers. The information shown includes invoice number, date, date due, invoice amount, amount applied, and invoice balance.
=> To access this task...
Select Customer Ledger Cards from the Reports menu.
Customer Ledger Cards
About the Fields
In the Beginning/Ending Customer ID field...
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Enter the number of the first/last customer for which a ledger card is desired.
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Press [Tab] or [Return] to begin/end with the first/last customer on file.
-
Click
to select from a list of all valid customers.
In the Through Date field...
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Enter the date in mm/dd /yyyy format. The default is today's date.
-
Click
to enter the date through which transactions should be included.
Exclude Inactive Customers? checkbox...
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Mark the box (default) to exclude inactive customers.
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Unmark the box to include all customer.
When done making selections...
-
Click
to proceed with creating the ledger cards. -
Click
to clear entries and begin again.
Sample Customer Ledger Cards
See Output Options.
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