Customer Notes

Overview

The Customer Notes report can be used to print the notes that have been entered for customers on any of the Notes tabs in the A/R module.  Notes entered on documents such as debit and credit memos, customer orders, customer shipments, or the customer entry/query screen will print.  Check boxes allow the user to select which documents to print.  Choose to print the notes for a range of customers or specific customers and specify a date range for the notes.

Open

AR > Customer Reports > Customer Notes 

• Starting/Ending Customer - Choose a range of customers to be included in this report.  This parameter has a list function that will allow you to create a custom list and save it.

• Starting/Ending Date – you can choose the date range that these notes were created in.  Every time a note gets created in an AR module the user and the date is recorded.  The pull down menu will give you a range of dates to speed typing.

• Include – these are the note sources from the AR menu, you can include or exclude based on what you check.

Open