Creating Customer and Supplier Transaction Listing

Modified on Wed, 09 Aug 2023 at 04:16 PM

Here, you can generate an Excel file of your customer and supplier transactions. Below are the 4 different types of transaction listings:

  • Invoice Listing
  • Credit Note Listing
  • Payment Listing 
  • Adjustment Sales Listing

From the Main Menu,

1. Select Reports Dashboard.

2. On reports dashboard, Select Transaction list.

3. A create transaction listing window will open. Select the Transaction type on the drop-down.

4. Select the period you want to generate the transaction on.

Weekly : 

5.1 Click Create Customer Transaction Listing or Create Supplier Transaction Listing button. 


5.2 On the Menu bar, select other reports, then click on Daily Transactions.

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