Reply To: Customer Transaction report

  • Pam Stephenson

    Member
    March 13, 2024 at 4:55 pm
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    Stephanie, I use the column Current Transaction amount, in smartlist. This will show the balance on each invoice, instead of the full sales amount. It will give you invoices as well as payments and returns, all as positive, but you can adjust that in Excel by including the document type.

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