This report shows a payment summary for your customers, with total invoiced, paid and still due/credited for the selected time period. Output currency can be changed. This report does not break down totals by order/invoice.
Data from this report can be exported in Excel, PDF or RTF format.
|Time Period||Allows the user to select the time period from a list of options or set a custom date range.|
|Currency||Allows the user to select the currency to be used in the report.|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving a layout for potential future use.|
|Reset Layout||Resets the layout to the default layout or selected saved layout.|
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters.
The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.
|Comma-separated customer tags|
Customer Additional Attributes 1-10
|Values of customer additional attributes|
Last Invoice Date
|Date of last invoice issued to the customer|
|Last Payment Date||Date of last payment from the customer|
|Total invoice amount|
|Total Paid||Total amount paid of the invoice|
|Due/Credit||Amount due or credited of the invoice|
|FX Gain/Loss||Foreign exchange gains or losses|