Payment allocations report

Question asked by CBV Accounts 10 years ago

How can I get a report of all the payments received into my company bank accounts from each of my customers for any given period of time, showing the allocations for each of those payments.

1 Reply

Hi Christine, My apologies it has taken so long to get back to you. It is possible to view all the payments received from a particular customer. Simply go to: Reports > Financials > All > Customers > Payments By Customer > Select the bank account you want to view payments for & the date ranges you want > Click on customer > This will display a list of all transactions within the set period.

Many Thanks

Chris

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