To report on customer's Historical Transactions:


1: Go to the Debtor's account

2: Select "Reports"



3: Use the 'All Transactions' option to show a list of historical transactions, and then select the desired options.




4: The transactions will display in a form:



Print or export the results.

a) Print allows you to also create a PDF

b) Exporting allows you to edit the data in a format that your prefer.