To run the Customer Transactions report, go to the Customers module. Select ...More Options in the toolbar and choose Transactions from the options.

The Customer Transactions report window opens. 

• From and To dates - set the date range to report within.
• Group By - by default the report is unsorted. Use Group By to sort by Account or Transaction Type.
• Transaction Type - by default, the report shows all transactions. Use the Transaction Type to report either Customer Adjustments, Customer Invoices or Customer Payments. When a selection is made, the report only returns the selected option.

Select Run Report to process.

The Customer Transactions report opens in a report window with options to Print or Download. If a grouping has been chosen, this is shown next to the report name.