Table of Contents
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Overview
The Account Activity report can be used get a quick snapshot of what a single customer has done over a given period. This report is great for trouble shooting account issues or deciding if a customer has done enough business with you to warrant a discount or better pricing.
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Detail
The account activity report lists all financial transactions by a customer or a project for a specified date range. Invoices, credit memos, debit memos, cash receipts and NSF check entries are shown in chronological order and only transactions that fall within the date range are printed. A beginning balance and ending balance are also shown for the customer for that chosen time period.
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