Location:  Bookkeeping module > Dashboard > Client specific > Reports > Customer Segment


Click here to watch the video Customer Reports


Click here to watch how to view / download Customer Statements


Click here to watch how to view / export a full customer ageing list


Click here to view / export a full sales breakdown


The customer segment covers the following;

  • Sales Report

  • Customer list

  • Customer ageing list

  • Transaction by customer

  • Sales product list

  • Customer receipts

  • Debtors

  • Customer statement

  • Sales invoice list


Sales report: In sales report you can select the period as All, Current month, last month a Current year, last year, depending on period selected it will fetch date automatically and Click on search.

  • You can also export the report as PDF and excel.

  • It will show the graph for sales and credit note.

  • It will show Total gross sales, Total Credit Notes and Total Net Sales i.e. Total gross sales minus Total credit notes.


Customer List: You can search the customer by its name, you can also export the report as PDF and excel. This list contains Customer Name, phone, Email, address.


Customer ageing list: You can click on search icon after selecting the customer name from drop down, and choosing the period and date would be automatically fetched depending on the period. you can also export the report as PDF and excel. This list contains Customer Name, and details of the transaction depending on No. of days for ex. 1-30 days, 31-60 days, 61-90 days, 91-180 days, 181-270 days and older than 270 days.


Transactions: You can filter/ search the transaction by customer name, the period such as All, Current month, last month, Current year, last year, Type of transaction such as All, sales, credit note, receipt, refund, Quick entry, depending on the period chosen date would be fetched. You can also export the report as PDF and excel. By clicking on account Name and Ref No. you can view details.


Sales product List: You can filter/ search the transaction by Product name from the drop down, search field, a period such as All, Current month, last month, Current year, last year, depending on a period was chosen date would be fetched. You can also export the report as PDF and excel. By clicking on Ref No. You can view details. This page contains Ref No. item wise, Invoice date, quantity, price, Net amount, VAT, Total Amount.


Customer Receipt: You can filter/ search the transaction by Customer name from the drop down, search field, a period such as All, Current month, last month, Current year, last year, depending on a period was chosen date would be fetched. You can also export the report as PDF and excel. By clicking on Ref No. you can view details. This page contains Ref No., Invoice date, reference, Amount.


Debtors List: This page will contain the list of debtors with the amount. You can search the debtors by the period such as Today, End of last month, End of last year, Custom, on the basis of period chosen ‘Reports on’ date would be automatically fetched, you have also search field to search. You can also export the report as PDF and excel.


Customer Statement Report: You can filter/ search the transaction by Customer name from a drop-down, search field, the period such as All, Current month, last month, Current year, last year, depending on the period was chosen date would be fetched. You can also export the report as PDF and excel. This page contains Ref No., Type of transaction, Invoice date, reference, Due date, Amount receivable, received and balance. By clicking on Ref No. you can view details.


Sales Invoice list: You can filter/ search the sales invoice by Customer name from drop down, search field, period such as All, Current month, last month, Current year, last year, depending on period chosen date would be fetched and payment status such as Any status, awaiting payment, Draft, paid. You can also export the report as PDF and excel. By clicking on Ref No. and Customer Name you can view details. This page contains Ref No., Type of transaction, Reference, Customer Name, Invoice date, Due date, Amount, Due.