Customer History
Generate a report showing all of the transactions for the selected customers and date range. This report may be used to provide the customer with history information when questions arise regarding the customer’s invoices, payments, or other transactions.
Printing customer history
1. Open Reports > Customer History.
2. Select a report title.
3. Set up the report options.
4. Click Print (CTRL+P).
The report prints.
Categories
A category is distinct class to which invoices, vendors, transactions, and so on may belong.
Do you want to include all categories?
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Yes, I want to print the billing summary for all categories. Click to select Include All Categories.
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No, I only want to print the billing summary for some categories. Click to clear Include All Categories. Then, click Select. Use the Selection form to move the categories that you wish to include on the report to the Selected Categories list. Click OK.
Include customer notes
A customer note is recorded on the Notes tab in a customer record. Use this option to add those notes to the Customer History report.
Do you want to include customer notes?
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Yes, add customer notes to the report. Click to select Include Customer Notes.
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No, do not add customer notes to the report. Clear the Include Customer Notes checkbox.
Report dates
Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.
Do you want to use the current month as the report date range?
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Yes, I want to use the current month. Continue to the next step.
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No, I want to use a different date range. Change the Report Date, or click Advanced Options.
Transaction detail
The transaction detail determines how much information will print on the report. The detail shows the separate parts that make up a transaction. The open items will limit the report to only transactions with an open status.
How much information do you want to include?
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Print the transaction detail. Click Print All Detail.
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Print only open items. Click Print Only Open Items.
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