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How to generate Customer's reports and what are they?

发布者  jess  于  Apr 02 2018 09:19        1238


TreezSoft cloud accounting software provides you the best online accounting solution. We offers unlimited user access, generation of reports, and many more. You can generate reports about your customers and you may use these reports to get a standing on how much each of your customers owe you and for how long. You will also be able to know how many businesses they have with you. 

You can conveniently generate reports about your customers by navigating through: Customer > Reports.

Explanation for each type of report are explained below: 

Customer Ageing Summary
This report provides you with a summary of your debtors, broken down by specific periods.
You can print this report in PDF or to Excel. Which you can then re-format, enhance the layout of the report in Excel or equivalent program that accepts XLS format.

Customer Ledger
This reports the transactions that had been recorded for a specific customer in TreezSoft Accounting.
All figures reported are in Base Currency.

Customer Statement
You can print your customer statement through this option. All transaction are shown in the currency which they were recorded in.

Sales Report by Customer
You can print your sales report on each particular customer with this option. All purchases by the customer will be shown in the statement.
All figures are recorded in Base Currency.

Sales Report by Item
You can print your sales report based on item types in this option. All purchases on that item will be shown in the statement.
All figures are recorded in Base Currency.

You can read more on reports in TreezSoft by visiting these links: 

  • Supplier Reports in Treezsoft

  • Stock Reports in Treezsoft 

  • Financial Reports in Treezsoft 

TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their companyeffeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc. 

Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us! 

You can also email us at [email protected] for more enquiries.


关键词 report customer report types

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