Customer Account Summary Report

CRITICAL REPORT

This report should be run weekly and monthly before your Account statement run. It is used to identify “who owes what” by giving you a 30, 60, 90 days of money owed. It will give the store the opportunity to Suspend/Freeze accounts, add a note to statement or send a letter of demand.

1. In System Menu, Reports > Report Generator

2. Customer Reports

3. Select Customer Account Summary

4. Select Open Report

5. Location Pre-Selected

6. Select Transaction Date

7. Tick on/off criteria

8. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)

9. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel