Customer Account Payment Report
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Revision as of 14:51, 17 March 2011
The Customer Account Payment report lists all payments made on house accounts within the given date range. The report is listed by customer ID. Grand totals by payment method are also listed at the bottom of the report.
- The Detail Report lists each customer that made a payment within the specified date range, as well as each individual payment, the payment method, the payment date, and the payment amount. A total is also listed for each customer.
- The Summary Report lists each customer that made a payment within the specified date range, and the total amount that the customer has paid.
Generating the Customer Account Payment Report
To generate the Customer Account Payment report:
- On the FTD Mercury Main Menu, click Business Reports.
- Double-click on the Customer Account Payments Report icon to open the template.
- If a window opens asking if you wish to enable macros, click Enable Macros.
- In the Select Store field, click the arrow and select the store’s data that you want to use for the report.
- In the Report Type section, select if you want to print the Detail Report or Summary Report.
- In the Sort Option section, select if you want to sort the report by Payment Type or Date.
- In the Date Range section, select a start and end date for the data that you want to include in the report. These dates are the dates that the payment was entered into the system.
- Click Finish. The report generates and opens in Excel.
- To print your report from Excel, on the File menu, click Print.
- If you want to save the report from Excel, on the File menu, click Save.
Customer Account Payments Window
The Customer Account Payments window allows you to configure settings for the Customer Account Payment report. When you have finished configuring settings, click Finish to generate the report. It will open in Microsoft Excel.
The Customer Account Payments window contains the following settings:
| Setting | Description |
| Select Store | Select the store for which you want to generate the report. If you have multiple stores, you can select All Stores to generate a report that includes data from all of your stores. |
| Report Type | Select whether you want to generate a summary or detail report. |
| Sort Option | For detailed reports, select whether you want the report sorted by date or payment type. |
| Date Range | Select the start and end dates for the report. |
