Sales Ledger – Customer List

Purpose:
Keep up to date for reference. Use to produce mailshots etc – export to CSV file and mail merge with MS Word or similar.

Preparation:
Ensure customer details are up to date – see Create & Edit Customer Accounts.

Processing:
Either: On the main menu click Ledgers > Sales > Reports > List of Accounts or
Report Control button – Sales Page – List of Accounts to open form.
Select parameters – see Sales List of Accounts form below.
Select printer – see Printing Reports.
Click OK to print/display/export to selected file type.
Close form.

Select range of accounts to print, check option to include customer notes and click on ‘OK‘ to print or ‘Close’ to not print.