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How to Generate a Customer Balance Detail Report
Brokerage Engine |
0 step |
40 seconds
Navigate to Brokerage Engine and log in as a System Admin user.
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Click "Accounting" in the main dashboard menu.
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Click "Sales" in the dashboard menu to trigger the dropdown menu.
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Click "Customers".
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Utilize the table to locate the desired customer profile.
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Click the "Action" button to navigate to the Customer Detail page.
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Click the "Balance Detail" button in the upper-right corner.
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Use the search filters in the upper-right corner to select a timeframe for the Balance Detail Report.
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Click the "Generate" button and the page will refresh to display all of the customer's invoices that were generated during the specified timeframe.
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Notice the report has changed to show transactions as of December 1st. Next, click the "Toggle Dropdown" button.
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The dropdown menu gives you the option to export the report as an Excel or PDF file.
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Click the "Select Customer" button.
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This window shows you the name of the customer associated with the report. However, you can also change the customer from this window without leaving the page.
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