Accounts Receivable - Customer Ledger Cards

Function

The Customer Ledger Cards task lists all outstanding invoices, up to a selected date, for a range of customers. The information shown includes invoice number, date, date due, invoice amount, amount applied, and invoice balance.

To access this task...

Select Customer Ledger Cards from the Reports menu.

Customer Ledger Cards

About the Fields

In the Beginning/Ending Customer ID field...

  • Enter the number of the first/last customer for which a ledger card is desired.

  • Press Tab or Enter to begin/end with the first/last customer on file.

  • Click find field records button to select from a list of all valid customers.

In the Through Date field...

  • Enter the date in mm/dd /yyyy format. The default is today's date.

  • Click display calendar button to enter the date through which transactions should be included.

Exclude Inactive Customers? checkbox...

  • Mark the box (default) to exclude inactive customers.

  • Unmark the box to include all customer.

When done making selections...

  • Click run process button to proceed with creating the ledger cards.

  • Click new/clear form button to clear entries and begin again.

Sample Customer Ledger Cards

See Output Options.