How do I find my best customers?
How do I find how long a customer takes to pay invoices?
How do I send my customer list to Excel?
How do I find my best customers? Return to Top
From the main menu take the option for Record Keeping Menu. Take option 1-Customer
Accounts Menu and then option D-Customer Report by Revenue.
Enter the dates to check between to find all the invoices for all customers.
The system will search all invoices that were produced in that date range and
add them up per customer and then rank all your customers. It will show the
amount of business and the number of invoices for each customer and then a ranking.
If you want to print this list you will be asked to enter a number for the top
xx customers. If you want to printout the top 50 enter a 50, if you leave it blank
it will print all the customers.
How do I find how long a customer takes to pay invoices? Return to Top
From the main menu take the option for Record Keeping Menu. Take option 1-Customer
Accounts Menu and then option 9-Days from Invoiced to Paid Menu.
Choose to display or print the report. Then enter the account number that you
are looking for. Then enter the date range and all the invoices for that customer
will be found. The invoice number, order number, date invoiced, amount of invoice,
date paid and the number of days from the invoice date to the paid days are shown.
How do I send my customer list to Excel? Return to Top
From the main menu take the option for Record Keeping Menu. Take option 1-Customer
Accounts Menu and then option 6-Custom Review.
Enter a 1 for the first question. Then enter 1 for the field number, press enter
for the data to key on question and enter a 3 for the relationship.
At enter field question press F5 for Custom Print. Enter numbers 1 thru 7 and
(or as many fields as you want) then press Shift F3, move the cursor to Windows
Application and press enter.
Enter EXCEL for the Windows Application and CSV for the extension and press enter.
Press F3 to start the process. Answer N to Print customer notes. Press enter to
the question of what account to start with.
The program will send all customers to Excel as a CSV file, Excel will open on your
PC with all your customer names. Put your cursor on row 2 column 1 and select
Format from the tool bar, select Auto format and your data will be formatted.