The Customer listing - List details report will display the Contact details, Registration details, Banking details, Reporting details, Accounting terms and information for each customer account.
To print a Customer listing - List details report:
1.On the Reports ribbon, select Reports → Customers → Listing.
2.Select "List details", if not already selected.
3.Select the following:
a)From ... To... - Select a customer account or a range of customer accounts, to include in the report.
b)Sequence - Select "Customer code, Description, Reporting group 1 or Reporting group 2" to print the report details in the order (sort) in which you wish to display the data.
c)Reporting group 1 - Select a reporting group or more reporting groups. The report will only be printed for those customer accounts linked to the selected Customer reporting group 1.
4.Click on the OK button.
View the "Customer list -Details" report
The List details report will display the following information:
1.Contact details - Contactperson, Telephone 1 / 2, Fax, E-Mail, Website, Postal address, Delivery address and Language of the customer.
2.Registration details - Company Registration number and Tax registration number.
3.Banking details - Bank account type, Name of Bank account, Bank account number and Branch code.
4.Reporting details - Reporting group 1 / 2, Layout file 1 (Invoices), Layout file 2 (Credit notes) and Layout file 3 (Estimates). If no layout files are selected, the documents will be printed for the global settings in Setup → Documents setup.
5.Accounting terms and information - Statement message, Credit limit, Monthly interest rate, Customer discount rate, Due days (payment terms), account settings (i.e. Open item / Balance B/F), Account disabled, Default selling price and Salesperson.
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