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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 4537

Ledger

The customer ledger report provides a list of invoices, credits, and payments.  It allows you to drill down to the detailed report for each transaction.
Ledger
1

AR Transactions

1. AR Transactions
Check this to only show customer account charges and payments.  If this is not checked, all transactions associated with the account are shown.
2

Starting Date

2. Starting Date
Enter a starting date.  The end date is the current date.
 
 Here is an example of a ledger report: