Creating Customer and Supplier Transaction Listing

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. 

Daily:

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