Reports for Customers/Vendors

Multiple reports can be generated for transactions done through your customers or vendors.

Here is the list of reports that you can access from the Reports module in the left sidebar.

Sales by Customer

All the sales transactions done for your customers will be displayed here. This will give you an idea of sales done for a particular time period in your business.

Sales by Customer

Customer Balances

All the money that your customers owe you will be displayed here. This includes their available credits and invoice balances.

Customer Balances

Vendor Balances

All the money that you owe your vendors will be displayed here. This includes your bill balance and excess payments.

Vendor Balances

Purchases by Vendor

Keep a record of all transactions that you perform with different vendors. This report includes the expenses, bill and journals that you associated to your vendors. However, it does not include any purchase returns or vendor credits associated to the vendors.

Purchases by Vendor

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

VAT compliant accounting
software for small
businesses.

Maybe Later