Customer History Report

With this report, you can generate the following:

For one customer, the running balance and a list of all transactions that occurred during a date range
For all customers, running balances and a list of all transactions that have occurred since you started using TireMaster

In addition to generating detailed history, you can also print a summary that shows only the balance and sale and payment totals for one or all customers.

To generate a Customer History Report

1. Select Reports from the Customers menu. The Report List appears with the Customer tab selected.

2. Select Customer History Report and click Launch. The Customer History Report screen appears.

3. Select one or more customers:

For one customer, click the Customer field and press . Then look up the customer’s name. For more information, see Looking Up a Customer.
For all customers, leave the Customer field blank and make sure the All Customers check box is selected.

4. To include individual invoice totals, make sure the Show Details check box is selected. To display only balances and sale and payment totals, clear the Show Details check box.

Note: The report’s Cash/Credit column includes cash, check, and credit card amounts.

5. If you’re generating the report for one customer, select a date range.

6. Click Print. The Report Window appears.

7. To print the report, click Print. Then click Close.