Dan
November 15, 2023, 4:39pm
1
Hello. I’ve look all around in the topics but couldn’t find a solution for this. I need to view the customer name for the customer who made payment into his account. The report only shows account for example cash and amount but I also need customer name.
cpeckat
November 16, 2023, 9:13am
2
Have a look here. It should be enough to update your report to include customer payments.
Just thought Id post a sample of a basic work period adjustment incorporating cusomter accounts;
[Ticket Payments:2, 1]
{REPORT PAYMENT DETAILS:P.Name,P.Amount.Sum:((PT=Cash)||(PT=Credit Card)||(PT=Voucher)) AND (Payment.Amount > 0)}
Account|{ACCOUNT TRANSACTION DEBIT TOTAL:Customer Account Transaction}
>Total|{REPORT PAYMENT DETAILS:P.Amount.Sum:Payment.Amount > 0}
[Account Payments:2, 1]
Cash|{ACCOUNT TRANSACTION CREDIT TOTAL:Customer Cash Payment}
Credit Card|{ACCOUNT TRANSACTION CREDIT TOT…
Go to manage>>Accounts>>Document Types>>then under Customer Cash and Customer Credit where its written Description Template Add this [ACCOUNT NAME]
Dan
November 17, 2023, 4:51am
4
Thak you. I followed your steps and it worked
