Customer Information List
Generate a list of customers and associated information. This report is used to review the information being associated with the customer.
Printing customer information list
1. Open Reports > Customer Information List.
2. Select a report title.
3. Set up the report options.
4. Click Print (CTRL+P).
The report prints.
Print address information
The address information includes the customer's mailing address and any Bill-To addresses attached to the customer's record.
Do you want to print the customer's address information?
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Yes, add the customer's address information. Click to select Print Address Information.
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No, do not add the customer's address information. Click to clear Print Address Information.
Print customer information
The customer information includes the customer name, number, SSN, Driver License Number, Tax Status, the last invoice date and amount, and the last payment date and amount.
Do you want to print customer information?
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Yes, print customer information. Click to select Print Customer Information.
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No, do not print customer information. Click to clear Print Customer Information.
Print customer notes
The customer notes include any notes that have been included in the customer's record.
Do you want to add the customer's notes?
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Yes, add the customer's notes. Click to select Print Customer Notes.
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No, do not add the customer's notes. Click to clear Print Customer Notes.
Print recurring billing detail
The recurring billing detail includes the description, frequency, time range, category, quantity, unit price, amount, rate, and invoice description.
Do you want to add the customer's recurring billing detail?
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Yes, add the customer's recurring billing detail. Click to select Print Recurring Billing Detail.
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No, do not add the customer's recurring billing detail. Click to clear Print Recurring Billing Detail.
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