Customer Balance Report by Salesperson

This report lists the aging balances for all of the customers that a salesperson is assigned to. You can generate the report for all salespeople, one salesperson, or a range of salespeople.

To generate a Customer Balance Report by Salesperson

1. Select Reports from the Closing menu. The Report List appears with the Close tab selected.

2. Select Customer Balance Report by Salesperson and click Launch. The Customer Balance Report by Salesperson screen appears.

3. Select one or more salespeople:

For one salesperson, press in the Beginning Salesperson field and select an employee from the list that appears.
For a range of salespeople, press in the Beginning Salesperson field and select an employee from the list that appears. Then click the Ending Salesperson field select another employee in the same manner.
For all salespeople, leave the Beginning Salesperson and Ending Salesperson fields as is.

4. Click Print. The Report Window appears.

5. Print the report and close the Report Window.