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Questions List of invoices and payments for a customer

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by megan.friesen 6 years ago
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Jessica
Posts: 3
 Jessica
Topic starter
March 23, 2020 10:51 am
(@jesst560)
Active Member
Joined: 6 years ago

Hi,

I need a list of all invoices and payments made for one customer. I can not use the Customer Details but I could use that set up as a start. Is it possible to build a GI for this? 


Topic Tags
payment invoice customers Generic Inquiry
1 Reply
megan.friesen
Posts: 70
 megan.friesen
March 24, 2020 4:32 pm
(@megan-friesen)
Estimable Member
Joined: 6 years ago

Hi Jessica,

Have you tried the AR Balance by Customer report and selected report format "All Documents"

Megan


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Tim Rodman and Erzi Zairbekova reacted
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Topic Tags:  payment (2) , invoice (8) , customers (2) , Generic Inquiry (41) ,
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