I'm trying to print the customers activity list, but can not get the total balance on the printing. I have to manually write it down. Can anyone tell me is there any place that I can print the a certain customer activity list with every transaction as well as the balance.
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
If this is Sage, then just highlight the customers you want to include, go to 'Reports' and there is an option 'Customer activity' with a host of different reports on there. I assume you have just highlighted a customer and gone to the 'activity' tab at the top which is useful for a quick look but not so good for a full report.
When creating a new invoice I begin typing the first line then tab along to enter price.
Then if I go back for some reason and alter this I then would save and print.
When printing the document the description and price is correct however when printing a "detailed day book report" to see description and price it shows the initial description and price I typed originally but altered!
This is causing a massive problem as when looking back at our history for customers its all wrong!! Help!!!
I'm not sure if there is a 'cure' for this but I do sympathise. I have all my regular monthly sales invoices 'memorised' and I just go and change the narrative from 'Accountancy services for June 2012' to 'Accountancy services for November 2013' etc, but when you print a statement to send to clients it always comes up with the original 'June 2012' which they tell you has been paid! I would certainly like to know how to easily resolve this if there are any sage gurus out there?
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
I knew it would be a simple solution!
