New reports

Question asked by Natalie Tolley 7 years ago

Hi

Can you create your own reports on Clearbooks? I'd like to be able to see what notes are against what customers before invoicing.

Thanks

Natalie

1 Reply

Hi Natalie,

We do not provide personalised reporting- only what is available in Reports> All reports.

In the scenario that you mention, it may be a good idea to have one browser tab open for the Customer details (Contacts> Customers> [customer]) and another open for creating the invoice (Sales> Invoices> Create invoice). You can then cut and paste any notes from the customer profile into the invoice (perhaps into the Description field) quickly, if necessary.

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