Print a Ledger for an Account

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Here's how to print the detail accounting ledger for a customer. This process begins by finding the account containing the ledger you want to print.

1. Find the account with the ledger you want to print by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

People Associated with an Account

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click the tab.

4. This will display the detail accounting ledger for the account.

5. Left-click the button.

6. Left-click on  

7. The ledger will appear on the Print Preview window.

8. Left-click the print button to print the ledger or left-click the button to exit.