Printing the A/R Customers Report

The Customers report is one of four reports you can print using the A/R Customers report screen. It lists the information entered in Accounts Receivable to define the customer records used in your system.

For more information, see A/R Customers Report.

When to Print

Print the report after adding or revising customer accounts, before deleting inactive customers, and when you need a summary of customer addresses, profiles, comments, or recurring charges.

  • Verify the print destination and, if necessary, turn on and connect the printer.

To print the A/R Customers report:

  1. Open Accounts Receivable > A/R Customer Reports > Customers.
  2. From the Report Type list, select Customers.
  3. Select an account type.
  4. Under Include, specify whether to include the customers' address, profile, comments, optional fields, and/or information about recurring charges on the report.
    • If you include comments, select a range of follow-up dates for which to include comments.
    • If you use Payment Processing, you can also include customers' credit card details.
  5. Specify up to four selection criteria. If you do not specify selection criteria, the report includes all customer records for the account type you select.
  6. Specify up to four sorting criteria. If you do not specify sorting criteria, the report sorts customer records by customer number.
  7. Click Print.
    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

      Note: For Web-based clients, the preview screen appears first when you click the Print button.

    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.

      You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

    • If you are printing to e-mail, an e-mail message appears with the report attached.