RedApple11
15.1 Mobile app: reports

Customer Ledger

The account of one customer for the dates you choose: opening balance, every transaction, debit and credit totals, and the closing balance. Print it or edit an entry straight from the list.

More in Mobile app: reports
Where to find it
MenuMobile App: Reports › Reports › Customer Ledger

How to use it

  1. Type the customer's name under Select Customer and pick from the list.
  2. Choose the From Date and To Date.
  3. Press Load Transactions.
  4. Read the Opening Balance, the transactions, Dr Total, Cr Total and Closing Balance.
  5. Press Print Ledger to print.

Key points

  • Each transaction has Edit and Delete, so a wrong entry can be fixed on the spot.
  • Shows only entries that are on the phone; entries already pushed live on the PC.

On this screen

ButtonsLoad Transactions · Edit · Delete · Print Ledger
FieldsType customer name to search...

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